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.
Illustrative example
From documents to a useful workspace
- 01
Start with a table
Documents
- 02
Build a workspace
Credential compliance
- 03
Focus the view
Expiring soon
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Worker credentials: licenses, certifications, test results, background checks.
- 2Client required or site specific documents.
- 3Company documents such as handbooks and policies with acknowledgements.
- 4Documents in review that need admin verification.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- 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.
Ideas for your team
List
Credential compliance
Tabs for expiring in 30 days, expired, and missing.
List
Onboarding documents
What each new hire still owes.
List
Documents
The full library with type and owner filters.
Example tabs
- Expiring soon
- Expired
- Missing
- In review
- All