Open and browse a workbook Last updated: Aug 16, 2026

Open a published workbook and move around inside it.

1. Click Workbooks in the left navigation.
2. The Portal lists every Active workbook as a card showing its section count and number of entry fields.
3. Type in the search box to filter workbooks by name, section, field, or any value already entered in a row.
4. Click a workbook card to open it.
5. Click a section header to expand its rows; click it again to collapse.

Each row shows read-only reference (Template) fields — such as Category Name, CMMC Control, Control Statement, and Assessment Objective — alongside the entry fields your team fills in. Only workbooks set to Active appear here; if one is missing, check its status in the Publisher.