Opening Sheets
Inside a project, click the Sheets tab in the navigation bar at the top of the project page. If no sheets have been created yet, you will see an empty state with a Create Sheet button.Creating a sheet
- Click Create Sheet.
- In the dialog that appears, choose a sheet type (see below).
- Optionally enter a name and description for the sheet.
- Click Create to confirm.
Sheet types
When creating a sheet you must choose between two types:Document Sheet
A document sheet runs your questions against each individual document. Each row is a document and each column is a question. Cells display the automatically extracted answer for that document and question combination.Best for: comparing a specific attribute across many documents.
Structured Sheet
A structured sheet uses user-defined fields to extract consistent, structured data from each document. Each row is a document and each column is a field you define.Best for: populating a standardised data model across a document set.
Next steps
Simple vs. Structured Sheets
Understand the difference between the two sheet types in more detail.
Adding Documents and Questions
Learn how to populate your sheet with documents and questions.