> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-12-at-19490_1bydhs4.png =880xauto)
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## 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.  

* 👀 **Different views**
View in table mode, dependencies, or graph mode.

* 🤖 **AI Assisted document creation**
Launch the AI to quickly create a new asset, streamline a risk assessment on it, and identify your existing controls that could already apply to this asset.

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

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/table-view_1c60kxf.png)

By default, all properties of a document are present in table view. You can customize this on the top right of a table by clicking on **Options -> Configure column**, where you can select the properties that you want to be shown in the table.

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## 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.  

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## 🎯 Visual Checklist  

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