📊 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.

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.

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.

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

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

Updated on: 12/07/2026