Document management
Document Properties
🏷️ Document Properties "Organize smarter, search faster." Classify documents with attributes like Owner, Risk type, or Classification. Document properties are the backbone of document management in Brainframe. They allow you to group, filter, and search based on attributes, making compliance workflows faster and more consistent. 1️⃣ Creating and Editing Document Properties You can manage document properties from the Workspace settings (https://docs.brainSome readersCreating documents
✍️ Creating Documents "From policies to patents, everything starts as a document." Brainframe gives you 100+ industry-specific types to build a living knowledge base. At Brainframe, everything is treated as a document. This simple yet powerful approach means you can manage policies, risks, assets, or even supplier contacts — all with the same consistent features.Some readersMulti-language
🌍 Multi-Language Documents 🌍 Translate, switch, and share in the language that works best for your team or your external contacts. 1️⃣ Enabling Multi-Language Enable Languages On Workspace This feature is enabled at the workspace level in Settings. Once turned on, every document will display a 🌐 globe icon next to the EDIT button. 📌 *This is your enSome readersDocument Versioning
📝 Document Versioning in Brainframe "Track every change, keep full history." From draft to approved version, Brainframe records it all. All newly created documents start in Draft mode. Every time you save, Brainframe records a time-stamped history entry. 1️⃣ Assign a Version Convert a draft into a versioned document: Open the document in DocumSome readersMoving and Linking Folders
📂 Moving and Linking to Folders "One document, many places." Update once—see changes everywhere. 1️⃣ Why Move or Link? In Brainframe, a document can exist in multiple folders simultaneously. Update it once, and changes appear everywhere it’s linked. Simplify management of policies, risks, or assets that belong to more than one folder. 📌* This eliminates duplication and ensures consistency across your workspace.* 2️⃣ Move and Link DocFew readersDocument Upload Requests
📤 Document Upload Requests "Stop chasing evidence—let it come to you." Easily request, track, and store compliance evidence in the right place. 1️⃣ Why Use Upload Requests? Collecting compliance evidence for audits often means chasing colleagues or suppliers across emails, calls, and chat tools. 📌 Brainframe simplifies this by letting you send document upload requests directly from the target folder: Requests can be sent to any contact withFew readersArchive Documents
📦 Archive Documents "Out of sight, but never lost." Keep your audit trail intact while decluttering your workspace. 1️⃣ Why Archive? For audit purposes, documents in Brainframe cannot be permanently removed. Instead, you can archive them: 📂 Removes them from the normal folder view. 🕑 Preserves the full history and traceability. 🔒 Ensures compliance with audit and regulatory requirements. Archive documents (https://storage.crisFew readersDependency Tracking
🔗 Dependency Tracking "See how everything connects." Link assets, risks, policies, suppliers, and more to each other and into a single connected system. 1️⃣ Why Dependencies Matter In Brainframe, everything is a document. That means you can create dependencies between anything that makes sense, such as: Assets → Risks & Assessments Risks → Vulnerabilities Policies → Procedures Contacts → Suppliers 📌 *Dependencies give you a 360° vieFew readersDiagram Editor
🖼️ Diagram Editor "Design diagrams your way." Go beyond automatic dependency graphs with a fully integrated editor. 1️⃣ Why Use the Diagram Editor? While Brainframe can auto-generate dependency visualizations (see Dependency Tracking), sometimes you need full design control. 📌 That’s why Brainframe integrates the open-source tool Draw.io — allowing you to create and edit diagramFew readersDocument Comments & Activity
💬 Document Comments & Activity "Keep discussions and history in one place." Track activity, add comments, and collaborate directly on any document. 1️⃣ Activities Tab Overview Every document in Brainframe has an Activities tab where you can: Discuss the document independent of approval stages. View all activity logs related to the document. Rely on automatic updates whenever a change is made. 📌 *This creates a permanent audit trail&Few readersStarred Documents
⭐ Starred Documents "Keep your most important files always at hand." Mark documents as favourites to make them easier to find and manage. 1️⃣ Why Star Documents? Every user in Brainframe has a personal INBOX folder. By marking documents as favourites, you: Pin them to the top of their folders. See them automatically in your INBOX for quick access. 📌 *This ensures critical documents are always visible—no matter how deep they’re buriedFew readersBreadcrumb Navigation
🧭 Breadcrumb Navigation "Never get lost in your folders." Quickly see where you are and move between folders with ease. The breadcrumb navigation in the Files module shows your current folder location and lets you jump between folders without returning to the full folder hierarchy view. 1️⃣ Left Side Controls 📌 Pin current folder for quick accesFew readersDocument 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.Few readersDocument Questionnaires
❓ Document Questionnaires "Turn recurring checks into structured Q&A." Supplier reviews, employee onboarding, or policy confirmations—all with audit trails. 1️⃣ Why Use Questionnaires? Whenever you need to perform a review with a consistent set of questions—like supplier due diligence, employee onboarding, or compliance checks—document questionnaires provide a structured solution.Few readersWebsite Snapshots
🌐 Website Snapshots "Capture the web if you don't feel like screenshotting." Keep reliable records of online articles, requirements, or vulnerability descriptions. 1️⃣ Why Website Snapshots? How often have you: Exported a webpage as a PDF, Or bookmarked it, Only to later find it changed or gone? 2️⃣ CreaFew readersFolder Content
📂 Folder Content "Your central view of everything in a folder." See, filter, and act on all documents—risks, policies, assets, and more. 1️⃣ Folder Content Overview The Folder Content section displays all documents in the selected folder, such as: Assets Risks Policies Procedures Non-conformities Meeting notes (htFew readersFolder Permissions
🔐 Folder Permissions "Control who sees what." Flexible, document-based permissions for precise access control. Inside Brainframe, everything is treated as a document—policies, procedures, risks, non-conformities, and more. This enables a flexible permission model through folder permissions. 📌 A single folder can have multiple views, each with its own permissions. Example: A folder named Product X could have views for Security, DocumeFew readersFolder Management
🗂️ Folder Management "Organize smarter, not harder." Manage folders, views, permissions, and notes—all in one place. The Folder Management section in Brainframe allows you to create, manage, and customize folders and their contents. Add notes, configure views, set permissions, and decide how folder content is displayed. ① Folder Name & Views FoldeFew readersAttachments
📎 Attachments "Keep supporting files organized, but out of the way." Easily manage related files without cluttering your folder view. When editing a document in the standard document editor, you can drag and drop images, PDFs, or Word files directly into the editor. These are created as individual documents in the same folder. They are automatically marked as attachments, so they don’t clutter the standard folder content view. Attachments are aFew readersDocument Reminders
⏰ Document Reminders "Never miss a review or follow-up." Stay on top of deadlines with one-time or recurring reminders. Document reminders let you notify yourself or other Brainframe users about a specific document on a chosen date. You can also configure recurring reminders (e.g., for periodic supplier reviews). 1️⃣ Open the Reminder Tab Start by navigating to the Reminder tab of the document. (https://storage.crisp.chat/users/helpdesk/website/-Few readersDocument Approvals
✅ Document Approvals "Make it official, keep it auditable." Collect approval traces for policies, risks, and other critical documents. Document approvals provide an auditable record of which manager or stakeholder approved which version of a document (e.g., policies, risk acceptance, meeting minutes). When a new version is assigned and the document type (https://docs.brainframe.com/en/article/dFew readersBulk Document Import
📂 Bulk Document Import "Upload smarter, not harder." Easily import large sets of documents, assets, or risks without manual work. 1️⃣ Why Use Bulk Import? Sometimes you need to upload a large set of documents from your local folder structure, or import assets, risks, or other items that would take too long to create manually. The “Create documents/assets in bulk” option in the folder management menu lets you: upload many files in one go. (htFew readersSend to External Contacts
📤 Send to External Contacts "Share securely, without giving full access." Send policies, procedures, or documents to external parties for feedback, awareness, or audit proof. Sometimes you need to inform or request feedback from someone about a specific policy, procedure, or document inside Brainframe — without giving them direct system access. 1️⃣ Send to external contacts From any document, open the View more menu in the top-right corner and select SenFew readersDocument Types & Templates
📑 Document Types & Templates "Standardize your content, simplify your workflows." Create, customize, and apply templates to keep documents consistent , easy to use, and audit-ready. 1️⃣ Getting Started If you want to create your own document types or templates, go to: 👉 Workspace Settings → Document Types & Templates (bottom left of the dashboard). (https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/first1p3ygf1.pngFew readers