📊 Inventory Overview

"All your documents, organized and counted in one place."
Policies, assets, every record in Brainframe GRC is a document type — and the Inventory Overview helps you group, filter, and export them quickly.

The Inventory Overview lets you group and visualize documents across your workspace. This is where you quickly understand how many of each document type you have, and where they are located.

1️⃣ Inventory Overview Page

Features on this page:

1. Access the Resources menu.
2. Apply a quick filter to find specific document types.
3. See the count of document types in the current folder + subfolders.
4. View the total count of all documents in scope.
5. Export the list to Excel for reporting.
6. Click on a document type to open its detailed inventory list.

2️⃣ Document Type Inventory

When you click on a document type, Brainframe GRC shows a filtered list of all documents of that type.

From here you can:

1. Search by ID or document name.
2. See the total count for that document type.
3. Filter by document properties (e.g., Owner, DPO).
4. Apply detailed filters for approval or custom fields.

5. Review the dependency graph in the last column (links shown in Dependencies).
6. Export list to Excel.

3️⃣ Best Practices

• 📂 Organize folders properly before using the overview for clean results.
• 🔍 Use property filters (e.g., Owner, Risk type) to quickly isolate documents.
• 📑 Export to Excel when preparing compliance reports for auditors.
• 🧭 Start from INBOX to get a full picture of your workspace inventory.

🎯 Visual Checklist

• [x] Opened Inventory Overview in Resources module
• [x] Filtered on specific document type
• [ ] Applied property filters for detailed reporting
• [ ] Exported inventory to Excel
• [ ] Validated dependency graph for linked documents

Updated on: 05/09/2025