Brief Connect Documentation
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Brief Connect Documentation
Brief Connect Documentation
Solution Design
Solution Design
Overview
High-level Architecture
Technical Architecture
Data Design
Deployment Architecture
Deployment Process
Security Architecture
Appendix
Deployment Guide
Deployment Guide
1. Home
2. Azure Resource Deployment
3. Add application permissions on sites
4. Deploy Office Resources
5. Deploy Application
6. SharePoint Site Setup
7. Teams Application
8. Exchange Configuration
9. Post-deployment steps
10. Power BI deployment
Product Release Notes
Product Release Notes
Brief Connect v2.5.3 Release Notes
Brief Connect v2.5 Release Notes
Brief Connect v2.5 Release Notes
MongoDB Infrastructure Upgrade and Data Migration
Brief Connect v2.4.4 Release Notes
Brief Connect v2.4.1 Release Notes
Brief Connect v2.3.5 Release Notes
Brief Connect v2.3.3 Release Notes
Brief Connect v2.3.2 Release Notes
Brief Connect v2.3.1 Release Notes
Brief Connect v2.2.19 Release Notes
Brief Connect v2.2.18 Release Notes
Brief Connect v2.2.17 Release Notes
Brief Connect v2.2.15 Release Notes
Brief Connect v2.2.14 Release Notes
Brief Connect v2.2.13 Release Notes
Brief Connect v2.2.12 Release Notes
Brief Connect v2.2.11 Release Notes
Brief Connect v2.2.10 Release Notes
Brief Connect v2.2.9 Release Notes
Admin Guide
Admin Guide
Configuration Management
Configuration Management
Admin Panel
Application Settings
How to apply configuration changes to a Production environment
Infrastructure Settings
Understanding Content Types Sync Engine
Reference Articles
Reference Articles
RecordFields Schema Reference
RecordTypes Schema Reference
Debugging and troubleshooting
Debugging and troubleshooting
Access Caveats Troubleshooting Guide
Accessing Logs via Browser Developer Tools
Application Telemetry and Audit Logging
Basic testing of Brief Connect
Clear cache
Resolving Stuck Workflows with the Admin Workflow Override Tool
Restoring items from SharePoint site recycle bin
Integration and APIs
Integration and APIs
How to Call Brief Connect Web API Endpoints
Notifications and Email
Notifications and Email
Managing Notification Templates in Brief Connect
Monitoring Exchange Online send limits
Default Notification Preferences
Understanding Brief Connect notifications
Permissions and security
Permissions and security
Access Caveats Configuration
Background Permissions Management
Controlling Record Creation Permissions
Dynamically grant permissions to Entra ID Security Groups based on environment with TokenMappings
Enabling PDF Watermarking
Filtering by Field Values in Role Assignments
Information Security Classification (ISC)
Permission Sets
Record Administrator access rights
Role Assignments
Securing PDF Packs and Snapshots
System Administrator access
Understanding User Permission Levels in Brief Connect
When permission changes take effect
Record Configuration
Record Configuration
Categories
Managing the term store
Record Types and their Fields
System Configuration
System Configuration
Application Settings
Enable External Sharing for Guest Access
Maintenance Mode
Managing Public Holidays in Brief Connect
Translations
Task and workflow management
Task and workflow management
Configuring Task Due Date Options
Flow Controls
How to configure custom task names in workflows
Workflows
Workflows
Multiple decision makers
Workflow Builder
Workflow Glossary
WorkflowStates Schema Reference
WorkflowTransitionGroups Schema Reference
WorkflowTransitions Schema Reference
Templates and Documents
Templates and Documents
Adding document templates
Creating New PDF Pack Templates
Document Token Replacement
AI Document Generation
AI Document Generation
How to set the AI LLM model
How to update OpenAI Prompts for document generation
User Interface
User Interface
Add a Logout link to the Header Bar
Controlling Record Open Behaviour from Dashboard
Managing proxies
Managing the Header Bar Links in Brief Connect
Users and Organisations
Users and Organisations
How to filter contact search by domain
Managing external users (correspondence database)
Managing groups for role assignment and workflow tasks
Managing organisations (correspondence database)
Managing proxies
Organizations Levels and Organisations
User Guide
User Guide
Add attachments
Assigning roles and workflow tasks to a group
Briefing Pack order
Exporting records to PDF or CSV
Flow Controls
How to Search for Records in Brief Connect
Initiate new record
Linking and Relating Records
Manage Documents
Managing Recommendations
Managing signatures
Personal Notification settings
Proxy management
Record a decision
Saved Searches in Brief Connect
The Proxy role
Working with Access Caveats
Working with PDF Packs and Snapshots
Support
Support
How to raise a support ticket
Dashboards
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