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  • Features
    • Overview
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Getting Started

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Main Concepts

  • How to set up your dashboards
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  • How to work with requirements
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  • How to work with controls
  • How to work with the annual plan
  • How to work with tasks
  • How to set up the library
  • How to view the content of your standards

Administration

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Common Elements

  • Personal settings
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  • Tabs with content preview
  • List Actions
  • Related information pane
  • How requirements, assets, risks and controls relate to each other

Developer

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Release Notes

  • ISOPlanner release 2.9 – September 11, 2023
  • Home
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  • Tabs with content preview

Tabs with content preview

With many items in ISOPlanner, it is possible to add custom tabs to the item containing the content of an external document. To add such a tab to an item, see library tab in the related information pane.

If the external document is in SharePoint, then SharePoint integration needs to be enabled to preview the document. There will be a “Open in SharePoint” button on top to open the document in SharePoint in a new tab. In SharePoint there will be an option to edit the document.

If you don’t see the “Open in SharePoint” button, disable the “Show items in the library in a preview window” checkbox in the SharePoint integrationsettings.

If the content of the SharePoint document doesn’t show, click the ‘Help’ button above it for instructions.

If the external document is linked with an URL instead of SharePoint, it depends on the site where the content is stored whether it’s allowed to display the document in ISOPlanner.

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Updated on August 19, 2023
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