The Sheets tab is the core of your engagement, and this is where you can store your control matrix, testing, and other framework-based sheets. Sheets can also be created in your Documents tab, and this is where you can store your samples and other types of sheets.

In the Sheets tab, click the ➕ on the bottom-left toolbar, then fill out the details for your new sheet.

Selecting a sheet template is optional. They can be used to pre-populate a new sheet with columns, section headers, row data, and views. Templates are managed by firm admins.

Selecting this option will add all controls which are mapped to the framework associated with the selected sheet template.

Client permissions can be set to give your clients view and edit permission to your sheet row data. If you choose not to enable client permissions when created your sheet, they can be changed later. For more information on setting client permissions on a sheet, see here.

If you create a sheet from a template, it will include any columns from that template. You can add additional columns using the ➕ button in the left-margin of the header row of the sheet.

There are multiple ways to add data to your sheet. Along with entering data directly into cells, you can pull data into your sheet from other sources. See:

Row keys can be added manually or generated automatically. See here.

Views can be used to save filter settings on rows and columns, and easily toggle between these filters. See here.

For sheets in the Sheets tab, click the pencil icon next to the sheet name and click Delete.

For sheets in the Documents tab, right-click the sheet and click Delete.