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> Use this file to discover available pages before exploring further.
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# Document View

# 📄 **Document View**  
> **"Your central hub for creating, editing, and managing content."**  
> *Policies, procedures, assets, risks, non-conformities, or meeting notes — all managed in the same view.*  

Whenever you open a document from any module, it appears in **full screen** inside the **Document View**. This is where you access content, update properties, track approvals, and link dependencies.  

| All documents, regardless of their type, will provide the same view to ensure you don't have to learn dozens of different layouts.

---

## 1️⃣ Opening a Document  

To open the document view, click on a document from anywhere in the application. 

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/3_1h21nuc.png =888xauto)


| 📌 **Tip: H**old CTRL while clicking to open it in a new tab.  


### ① Tabs in Document View  
The Document View provides several **tabs** for managing and interacting with your document:  

* **Document** – Main content view.  
* **Risk** – Risk reading history. Learn more on [risk management](https://docs.brainframe.com/en/article/risk-management-1a6eibz/). 
* **KPI** – KPI reading history. Learn more on [performance management](https://docs.brainframe.com/en/article/objective-tracker-vk68w9/). 
* **Planning** – Add the document to process checklists in the [Workbench](https://docs.brainframe.com/en/article/process-management-br4e74/).  
* **Reminder** – Configure one-off or [recurring reminders](https://docs.brainframe.com/en/article/document-reminders-1dz7kr2/).  
* An optional [Document questionnaires ](https://docs.brainframe.com/en/article/document-questionnaires-cdbjtz/)tab can be enabled to track evaluations on documents

### ② Top Bar Elements  
* **Document Type Icon** – Click to edit the document type.  
* **Identifier & Name** – Editable via the pencil icon.  
* **Maturity Tracker** – Optionally track document maturity (enabled for policies, procedures, evidence).  

### ③ Configuration Tabs  
Access deeper configuration from these tabs:  

* **Revisions** – [Document versions](https://docs.brainframe.com/en/article/document-versioning-5ikgy4/), [approvals, reviews](https://docs.brainframe.com/en/article/document-approvals-dmgns6/).  
* **Governance** – Classify as [asset](https://docs.brainframe.com/en/article/asset-management-16ofn81/), control, or [risk](https://docs.brainframe.com/en/article/risk-management-1a6eibz/), and customize it further accordingly.  
* [**Dependencies**](https://docs.brainframe.com/en/article/dependencies-j7a6sx/) – See document links and relationships.  
* [**Document Properties**](https://docs.brainframe.com/en/article/document-properties-1jern28/) – Categorize the document by attributes (e.g., Owner, Supplier, Non-conformity,...).  
* **Linked Documents** – All connected documents.  
* **Linked as Property** – Shows where this document is referenced elsewhere.  
* [**Tasks**](https://docs.brainframe.com/en/article/task-management-1kz2hrb/) – Related tasks that must be performed on this document, as well as deadlines and responsibilities.  

### ④ Document Content  

Two editor options are available:  
* **Standard Editor** – Simple text editor for inline writing.  
* **Advanced Editor (OnlyOffice)** – Work directly with Word, Excel, PowerPoint, and PDF files.  

### ⑤ Actions in Document View  
* **Create New Draft** – For versioned documents.  
* **Edit** – For non-versioned documents.  
* **Quick Action Menu (⋯)**:  [Notify external contacts](https://docs.brainframe.com/en/article/send-to-external-contacts-kyxang/). [Show dependencies](https://docs.brainframe.com/en/article/dependency-tracking-1f1x6ax/). [Configure approval stages.](https://docs.brainframe.com/en/article/document-approvals-dmgns6/)  
* **⚡ Lightning Bolt Icon** – Quickly add document-related tasks.  

### ⑥ [Activities Tab](https://docs.brainframe.com/en/article/document-comments-activity-1lyliyv/)  
* Logs **all activity** linked to the document.  
* Add **comments** for collaboration.  
* Tag users with **@username** to notify them.  

| When a document is opened and you copy the URL, you can use this to directly come to the same screen later on
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## 2️⃣ Advanced Editor (OnlyOffice)  
![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-07-at-16354_xx4jyd.png =888xauto)


The **Advanced Editor** integrates OnlyOffice for professional editing:  

* Upload and edit **Word, Excel, PowerPoint, PDF** templates.  
* Choose the editor type when creating new documents.  
* All changes tracked with **full version control**.  

---

## 3️⃣ Form View  

Alternatively, you can create what we call "Form views" for your documents of various types (or use the preconfigured ones already inside the tool. The **Form View** displays properties and metadata in a logical layout.  

### Enabling Form View  
1. Go to **Workspace Settings → Document Form**.  
2. View existing forms.  
3. Add or edit as needed.  

### Creating/Editing a Form View  
1. **Add Section** – Group related set of properties in one section.  
2. **Rename Section** – Double-click the title.  
3. **Drag & Drop** – Place components into sections.  
4. **Arrange** – Order components logically for your process.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-07-at-16371_989ht2.png =1093xauto)


Once configured you can quickly see **all relevant properties** in one structured view.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-07-at-16374_2j9i81.png =912xauto)
---

## ✅ Summary  
* **Document View** – Classic view for document content and actions.  
* **Advanced Editor** – Professional editing for Office & PDF files.  
* **Form View** – Structured, customizable way to manage properties.  

---

## 4️⃣ Best Practices  
* 📄 **Use Standard Editor** for lightweight documents.  
* 🛠 **Use Advanced Editor** for Office/PDF templates with version control.  
* 🗂 **Leverage Form View** for structured processes like supplier reviews.  
* 🔄 **Use Revisions Tab** to track approvals and audits.  
* 👥 **Collaborate with comments** and @mentions for accountability.  

---

## 🎯 Visual Checklist  
* [x] Opened document in Document View  
* [x] Tabs reviewed (Risk, KPI, Planning, Reminder)  
* [x] Properties and dependencies configured  
* [ ] Correct editor selected (Standard or Advanced)  
* [ ] Form View customized for processes  
* [ ] Revisions checked for audit readiness