How to Add and Use Document Custom Attributes

Beyond title and status, your ISMS may need structured metadata: data classification, control IDs, legal entity, or retention class. ISMSVision lets administrators define document custom attributes, then authors fill them on upload or edit. Values surface in the library’s Custom fields column when definitions exist.

1. Define attributes (administrator)

In the app, open System Configuration and navigate to the document custom attributes section (under your document management settings). Create definitions with stable keys and labels your authors will recognise—match the vocabulary you use in your Statement of Applicability or asset register.

2. Publish definitions to authors

Once saved, the app loads attribute definitions for the document library. Authors see inputs in Upload document and Edit document modals; the payload is stored as JSON alongside the record.

3. Fill values on create or change

• At upload, complete custom fields together with semver and review dates so the first revision is audit-ready.
• At edit, update attributes when scope or classification changes—even if the file is unchanged.

4. Read them in the library

The documents table adds a Custom fields column when definitions are present, listing label/value pairs for quick scanning. This supports assessors who ask “show me all policies tagged to ISO A.8” without exporting to a spreadsheet first.