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Once a sheet is created, you populate it by adding documents (rows) and questions (columns). Each cell is then filled automatically.

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Adding documents

Documents form the rows of a sheet. Each document in a row represents one set of answers for all of the sheet’s questions. There are two ways to add documents to a sheet: by manually selecting them, or by describing what you want in plain language and having the most relevant ones selected intelligently.

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Add by Selection

  1. Open the sheet in the sheet editor.
  2. Click Add Documents in the sheet header and choose Add by Selection.
  3. A document picker panel slides open showing your project’s document library.
  4. Select one or more documents and click Done.
You can use the search and filter tools inside the document picker to find specific documents, including folder navigation.

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Add by Query

Use a natural language description to automatically surface the most relevant documents from your project library.
  1. Click Add Documents in the sheet header and choose Add by Query.
  2. A dialog opens with a text area. Describe the documents you want to add — for example, “financial statements and auditor reports”.
  3. Press Enter (or click Add Documents) to submit.
Every document in your project is evaluated against your description — considering each document’s filename and summary — and the best matches are added automatically. A confirmation toast shows how many documents were added.
Add by Query is especially useful when your project contains many documents and you want to populate a sheet quickly without browsing through the full library.
The selected documents appear as new rows in the sheet. Answer cells begin generating immediately for any questions already in the sheet.

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Adding questions (document sheets)

Questions form the columns of a sheet. Each question is asked against every document in the sheet.
  1. Click the + Add Question button in the column header area of the sheet.
  2. A new column appears with its header in edit mode. Type your question and press Enter to confirm.
  3. The new column is added and answer cells begin generating for all documents already in the sheet.
You can rename a question at any time by clicking its column header.

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Cell processing states

After adding documents or questions, cells are generated asynchronously. Each cell shows a status indicator in its row checkbox column: The sheet polls for updates automatically while cells are being processed.

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Viewing answers

  • Click a document name in the first column to open the document in the side-by-side viewer, where you can read the source material alongside the sheet. PDFs and other documents open in the standard viewer; Excel files open in an interactive spreadsheet viewer.
  • Hover over a cell with a long answer to see the full text in a tooltip.

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Column resizing

Drag the edge of any column header to resize it. Resized column widths are saved automatically.

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Removing documents or questions

  • Remove a document (row): Select the row checkbox and use the row actions menu to remove it from the sheet.
  • Remove a question (column): Click the column header actions and select Remove.