Opening Sheets
Inside a project, click the Sheets tab in the left sidebar. 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 AI-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.