---
title: "Sheets, documents and pages"
description: "What SourceGeek makes in a chat: sheets of candidates, documents such as shortlists, and pages. Review, edit, export and restore earlier versions."
---

> Documentation Index
> Fetch the complete documentation index at: https://support.sourcegeek.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sheets, documents and pages

When SourceGeek produces something you'll keep working with, it creates one of three things:

- **Sheet**: a table, such as candidates from a search, with a column for each detail
- **Document**: formatted text, such as a job description, outreach drafts, a report or a shortlist
- **Page**: a web page, such as a visual summary or a one-pager

## Find them

A card appears in the chat when SourceGeek creates or updates one. Click it to open it beside the chat, or Ctrl/⌘-click to open it on its own page. On a computer, new ones open beside the chat automatically.

The **Artifacts** button at the top of a chat lists everything made in that chat.

## Work with a sheet

- **Edit** a cell by clicking it. Changes save automatically
- **Delete rows**: select them and delete; you can undo
- **Copy** a range of cells, or **Add to chat** to bring them into your next message
- **Details** opens a candidate's profile: fit, strengths and concerns, experience, education and skills. Use J and K (or the arrow keys) to move through candidates
- **Your verdict**: mark each candidate **Advance**, **Maybe** or **Reject**. The sheet shows how many you've reviewed, and **Unreviewed only** hides the rest

To add columns, sort or fill in more data, ask SourceGeek in the chat, for example "add a column with each candidate's current company size". To score candidates against a role, ask SourceGeek to score the sheet. See [Score and shortlist](/capabilities#score-and-shortlist).

## Work with a document

Click into the text to edit it. Type / for headings, lists and other blocks. Changes save automatically; press Ctrl/⌘+S to save at once.

SourceGeek can propose changes instead of making them: they appear under **Suggested edits**, where you **Accept** or **Dismiss** each one.

## Pages

Pages show a **Preview** and their **Source**. To change one, ask SourceGeek in the chat.

## Who can edit

Anyone who can post in the chat can edit what was made in it. In a personal chat that's only you; in a shared chat, everyone in the workspace.

## Earlier versions

Every change by you or SourceGeek is kept. Open the **versions** list to see them, open one to view it, and click **Restore this version** to go back to it. The current version stays in the history, so restoring can be undone.

## Export

Click the download icon:

| Type | Formats |
| --- | --- |
| Sheet | CSV or JSON |
| Document | Markdown |
| Page | HTML |

A CSV opens in Excel, Google Sheets or Numbers.

## Share

- **Copy link** copies a link for members of your workspace
- **Public link** lets anyone view it without signing in

See [Sharing](/sharing).

## Shortlist review

A shortlist is a document with a dossier for each candidate. On its own page, the **Candidate review** panel lets each reviewer give their verdict per candidate:

- **Advance**, **Maybe** or **Reject**
- Reasons such as **Too junior**, **Wrong location**, **Missing required skill**, **Find more like this** or **Do not contact**
- An optional comment

Everyone sees each other's reviews, and SourceGeek reads them when you ask it to refine the search or the shortlist.

Source: https://support.sourcegeek.com/artifacts/index.mdx