Workspace table
Documents
The Documents table stores files that have a lifecycle — issue dates, expirations, owners, and review states. Licenses, certifications, background checks, contracts, and handbook acknowledgements all live here so compliance can be filtered, automated, and reported.
Picker preview
Files with a lifecycle: licenses, certifications, background checks, and contracts.
Where you see this
On the Select Workspace Table screen when creating a new workspace. The table decides which fields, filters, tabs, and actions the page can use.
What it stores
Records that live in this table
Key fields
The schema most accounts start with
Fields can be added, renamed, or permissioned per access group. These are the ones workflows and workspaces typically depend on — see column types for everything a field can be.
Document type
License, certification, background check, contract, or a custom type.
Owner
Link to the User the document belongs to.
Issue date
When the document was issued or verified.
Expiration date
The date compliance workflows and reminders key on.
Status
Valid, Expired, Missing, or In review.
File
The attached upload, readable by AI document analysis.
Workspaces built on this table
Pages teams actually run on Documents
Credential compliance
ListTabs for expiring in 30 days, expired, and missing.
Onboarding documents
ListWhat each new hire still owes.
Documents
ListThe full library with type and owner filters.
Example tabs
Pairs well with
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