The in-app Document library is where teams store and
govern policies, procedures, and other controlled
documents—so you can organise content, track versions, and stay on top
of review cycles in one place (not only for ISO:
HR, IT, and operations use the same module). It connects to your
deployed documentManagement APIs. For how different
managers use this in practice from small businesses to larger
enterprises, see
policies and more — teams of every size. Below is a concise catalogue of what ships in the ISMSVision UI
today—ideal for architects mapping documented information to
concrete software capabilities.
Library & table
- Responsive table: Title, status, semantic version, document type, optional custom-field column, managed-by display name, next review, file size, and last updated.
- Row actions menu: View details, Edit document, Upload new version, Version history, optional Publish, Delete document—each gated by permissions.
- Multi-select & bulk delete: Select rows (when allowed) and delete in batch for housekeeping—not available when your role cannot delete.
Discovery & sorting
- Search: Text search across title, status, and version strings surfaced in the UI.
- Status filter: All, draft, or published to match your lifecycle.
- Sortable columns: Configurable sort keys (for example title) with ascending/descending toggle.
Stats, reviews, and storage
- Summary cards (view_stats): Totals such as document counts and draft/published splits—plus a review schedule visual grouping next reviews into time buckets for planning.
- Document storage card: Live vs inactive bytes, totals, subscription quota, remaining space, and a progress bar; links to Subscription management when quota is missing or full.
Versioning & publishing
- Upload new version: Multipart upload with semver and optional version notes.
- Version history modal: Lists versions with Open (preview), Download, Delete file (non-current storage reclaim), and Restore (branch forward as a new draft).
- Publish: When the tenant enables the publish API via environment configuration and your role allows it, promote eligible drafts to published without leaving the library.
Metadata & configuration
- System Configuration screens: Manage document types, statuses, and custom attribute definitions that drive labels in forms and the table.
- Custom attributes JSON: Captured on create/update and rendered as label/value chips in the Custom fields column.
Permissions model
Fine-grained document_management:* keys cover view
library, view stats, upload, view details, edit, upload new version,
view version history, publish, and delete—assign them through Roles
Management like other ISMSVision modules.
Try the library in your tenant
Sign in to ISMSVision and open Documents from your app navigation to explore these features with your own data.
Log in to ISMSVision