The SiftHub Web App provides a native, full-screen collaboration environment for projects created with uploaded files. No Browser Extension or Add-in is required - everything from reviewing autofilled answers to managing collaboration and approvals happens entirely within SiftHub.
Accessing the Web App Collaboration View
- Log in to the SiftHub Web App
- Navigate to Projects in the left navigation
- Click on the name of your project to open it
- Click on the primary document name in the project to open the collaboration view
The breadcrumb at the top shows: Projects → Project Name → Document Name
The Table View
The table view is the primary workspace for Web App collaboration. It displays all sections and questions from your primary document in a structured, hierarchical table.
Table Structure
- Section rows - shown in bold, collapsible using the expand/collapse arrow. Each section displays a progress bar showing how many questions are approved (e.g. "0 of 4").
- Question rows - listed beneath each section, showing the question text and autofilled response(s).
- Answer columns - reflect the answer column configuration set at project creation. If multiple answer columns were configured (e.g. "Meet Criteria (Yes/No)" and "Vendor Responses"), both columns appear side by side in the table.
- Status - shows the current status of each question/section (First draft, Content Requested, Content Updated, Pending Review, Approved).
- Due Date - the due date set for the question/section if assigned.
- Assignee - the current assignee for each question/section.
- Actions - three-dot menu for per-row actions like requesting content.
Answer Labels
Each answer row may display one of the following labels:
- Autofilled response - answer was generated by SiftHub autofill
- Last updated by [user] - answer was manually updated by a team member
- ⚠ Partial answer - SiftHub found incomplete information for this question; the answer may need review or supplementation
- No information found - When no information was found to generate an answer. In such a case, it gives an option to add an answer or 'Ask AI Teammate'
Top Bar
- Progress bar - shows overall % questions in 'Approved' status across the entire document (e.g. "100% Approved")
- Collaborators count - shows the number of collaborators on the project
- Export - exports the completed document back to its original file format (.xlsx, .docx, or .csv)
- Three-dot menu - additional project-level actions like full document Autofill.
Document Tabs
The tab bar at the bottom of the table shows all sheets/tabs in the uploaded document (e.g. General, Infosec, Instructions). Click any tab to switch between sheets.
Navigating and Finding Questions
Search
Use the search bar in the toolbar to find specific questions.
Filter
Click the filter icon to filter questions by:
- Status - filter by First draft, Content Requested, Content Updated, Pending Review, Approved
- Assignee - filter by specific team members
- Answer coverage - filter by Answered, No information, or Partial
- Due date - filter by upcoming or overdue dates
Overdue Questions
Click the overdue icon (checklist with clock) in the toolbar to quickly view all questions and sections that are past their due date.
Working with Individual Questions
Click any question row to open the Question Details Panel on the right side of the screen.
Question Details Panel
The panel shows:
- Question text at the top
- Status badge and Assignee
- "Additional info" link - shows additional context extracted from neighbouring cells or surrounding content in the document, useful for understanding the full scope of the question
- Answer section - with the column label (e.g. "Column B") showing which column this answer maps to
- Answer text area - directly editable; make changes and click Save to update
- "Autofilled response" label with an info icon
- Alternate answers button - shows the number of alternate answers available (e.g. "Alternate answers (4)")
- Refine button - options to adjust the current answer
- Thumbs up / Thumbs down - provide feedback on the AI-generated answer
- Three tabs: AI Answer details, History, Comments
- Navigation arrows (< >) - move to the previous or next question without closing the panel
- Approve button - approve the current answer directly from the panel
- Three-dot menu - Request content, Submit for review, Change assignee
Editing an Answer
Click directly in the answer text area to edit. When editing is active, Cancel and Save buttons appear. Click Save to confirm changes.
Refining Answers
Click the Refine button in the question details panel to adjust the current answer. Options include:
- Ask AI Teammate - opens the AI Teammate panel for conversational refinement (see below)
- Length - submenu to adjust answer length
- Tone - submenu with options such as Simpler, Persuasive, Professional
- Industry - submenu to tailor the answer for a specific industry
Ask AI Teammate
Selecting Ask AI Teammate from the Refine menu opens the AI Teammate panel on the left side of the screen, with the question details panel remaining on the right. The question is automatically sent as a prompt.
AI Teammate uses deeper reasoning and conversational capabilities to generate an alternative answer. Once generated:
- Review the answer in the left panel
- Click Replace → to replace the current answer with the AI Teammate response
- Use the Ask follow up field to continue refining conversationally
- Icons at the bottom allow you to switch between sources, search, and web context
Alternate Answers
Click Alternate answers (N) in the question details panel to open the Alternate Answers panel on the left side of the screen. This shows other answer options SiftHub found during autofill, beyond the one it populated.
The panel has two tabs:
AI Answers Tab
- Lists additional AI-generated answers (e.g. "Generated answer 1", "Generated answer 2")
- Each answer is expandable and shows the full text, sources used, and thumbs up/down feedback
- Click Replace → at the bottom to replace the current answer with the selected alternate
Matched Q&As Tab
- Shows Q&As matched from your SiftHub repository that are relevant to this question
- If none are found, shows "No matched Q&As"
- Click Replace → to apply a matched Q&A answer
AI Answer Details
The AI Answer details tab in the question details panel shows transparency information about how the answer was generated:
Sources:
- Lists the source file(s) used to generate the answer
- Shows contributor name, date, and source type for each source
Generation settings:
- Instructions used (if any instruction prompts were applied)
- Answer language (e.g. English US)
- Length setting (e.g. Focused)
- Source types used (shown as tags - Documents, Q&A Repository, Google Drive, Slack, etc.)
- Collections used (if configured)
History
Every question and section maintains a full activity log in the History tab of its details page. This gives you a complete, timestamped record of everything that has happened to that item throughout the project lifecycle.
History entries are generated automatically and include:
- SiftHub auto-detected this as a question — logged when the outline is first created
- SiftHub autofilled a response — logged when autofill populates an answer
- [User] submitted the response for [Reviewer]'s approval — logged when content is submitted for review, including any comment added at the time
- [User] updated the response — logged when an answer is edited. The entry shows an inline preview of the change with strikethrough text indicating what was removed, and a Compare changes link
- [User] approved the response — logged when the response is approved
Compare Changes
Clicking Compare changes on any update entry opens a side-by-side diff modal showing:
- Left side — the previous version, with the author and timestamp (e.g. "AI Autofilled, 4:11 am")
- Right side — the updated version, with the author and timestamp (e.g. "Adrian Mendes, 5:13 pm")
- All answer columns for the question are shown (e.g. Response Column E, Justification Column F) so you can see changes across every column at once
- Red text = content that was removed
- Green text = content that was added
- Hide changes toggle — switches between the diff view and clean text to read the updated answer without markup
Comments
The Comments tab in the question details panel allows you to add comments, @mention team members, and track discussions on a specific question. See Comments for details.
Collaboration Workflows
To request content from team members, non-collaborators, or guest users, see Content Request Workflow.
To submit questions for review and manage approvals, see Content Review Workflow.
Bulk Actions
Select multiple questions and/or sections using the checkboxes on the left. The toolbar updates to show the selection count and two action buttons:
Manage
Click Manage to open the bulk actions dropdown:
- Request content - assign selected items to a team member or guest for input
- Mark as updated - mark selected items as content updated
- Submit for review - submit selected items to a reviewer
- Approve - approve all selected items at once
- Reject - reject all selected items
- Change assignee - reassign selected items to a different team member
Autofill
Click Autofill to re-run autofill on the selected questions and sections. A modal appears with:
- Selected - shows the count of selected sections and questions
- Additional instructions - optional free-text field to add formatting or content instructions for this autofill run (e.g. "Generate answers in bullet point format")
- Sources button - configure which source filters to use for this autofill run
- Settings gear icon - configure generation settings (language, mode, length)
- Autofill button - runs autofill on the selection
Per-Row Actions
Each question and section row has a three-dot (⋮) menu with the following actions:
- Request content
- Submit for review
- Approve
- Change assignee
Exporting the Document
Once collaboration is complete, click the Export button in the top right corner to export the document. The file is exported in its original style and format (.xlsx, .docx, or .csv) with all answers populated in the correct columns.