Workbooks
Build checklists and compliance workbooks.
- Add sections and objectivesOrganize a workbook into sections and add the rows (objectives) inside them.
- Create a new workbookBuild a new workbook from scratch — or let Insight AI draft one for you.
- Configure workbook fieldsDefine the columns that every row in a workbook will have.
- Export a workbookDownload a workbook for review, sharing, or backup.
- Fill in a workbook and set statusComplete a workbook's entry fields and mark each row's progress.
- Filter and search a workbookNarrow a workbook down to the rows you need.
- Link a workbook to a contractAttach a workbook to a contract as a pre-renewal checklist.
- Manage workbook access and detailsRename a workbook, edit its description, or control who can use it.
- Open and browse a workbookOpen a published workbook and move around inside it.
- Set a workbook's status (Active or Inactive)Control whether a workbook is visible and fillable in the Portal.
- Track workbook progressSee how far along a workbook is at a glance.