Table View

📊 Table View

"A familiar, spreadsheet-like interface to organize and manage your content."
Quickly structure, filter, and export your data the way you need it.

The Table View gives you a clean and structured way to organize documents across your workspace.

You can create folders from the folder menu to group items logically — for example, by department, owner, or project.

1️⃣ What You Can Do in Table View

➕ Add new items

Use the red “+” icon (top left) to create a new document from scratch.

⬆ Upload existing items

Import files or data directly with the Upload button next to the plus icon.

🔍 Filter data

Apply filters to focus only on the items relevant to your task or project.

📤 Export to Excel

Use the Options menu to export table contents for reporting or further analysis.

📌 Tip: Use filters before exporting to Excel to avoid unnecessary cleanup later.

2️⃣ Best Practices

🗂 Use folders wisely – Group by department, owner, or purpose to make navigation effortless.
🔎 Apply filters before diving into large datasets — it saves time.
📤 Export regularly if auditors or managers need offline reports.
🚀 Leverage uploads to quickly populate the system with pre-existing documentation.

🎯 Visual Checklist

[x] New items created via "+" button
[x] Existing files uploaded
[ ] Filters applied for focused view
[ ] Data exported to Excel for reporting

Updated on: 05/09/2025

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