# The three-column workspace

> Everything you do in CorpSec AI happens in one screen with three columns: your tasks on the left, the conversation where work gets done in the middle, and the record on the right.

_Updated 2026-07-11_

Source: /help/workspace

**In short:** The workspace has three columns. Left: a view menu plus your tasks, grouped by company. Centre: the AI conversation and the current step — this is where you do the work. Right: the record, spread across ten tabs — the document, its insights and fields, the workflow, the activity log, signing, verification, compliance and AI memory. The rule of thumb: do it in the centre, read the result on the right.

## The big picture

CorpSec AI is a single-page workspace, not a maze of screens. Once you are signed in, you spend almost all your time on one screen divided into three columns. Each column has a clear job, and they stay in sync: pick a task on the left, work on it in the centre, and watch the record build up on the right.

_[screenshot: The full workspace: left panel with companies and tasks, centre conversation, right-hand details panel with tabs.]_

## Left column — your work, grouped by company

The left panel is your home base. At the top is a menu of views you can jump between — Home, Companies, Documents, the compliance Calendar, the Kanban board, Reviews and Data Governance. Below that, your tasks are listed grouped under each company, so you always know whose work you are looking at, each with a small progress indicator.

This is also where you start new work: the + New task button opens the New Task box, where you pick the company, choose a task type, and add a first instruction. There is also a search box to find a task or company fast.

_[screenshot: The left panel close-up: view menu at the top, then companies each with their tasks and a small progress indicator.]_

- Tasks are grouped by company so nothing gets lost.
- Finished tasks drop off the active list to keep it tidy (you can still find them on the Kanban "Done" column).
- Switch between Home, Companies, Documents, Calendar, Kanban, Reviews and Data Governance from the menu at the top.
- The bell shows notifications; your name at the bottom opens Settings, Help & guides and Log out.

> **Tip:** Press ⌘K (Ctrl+K on Windows) anywhere to open the command palette — jump to a company, a view, or start a new task without reaching for the mouse.

## Centre column — where the work gets done

Open a task and the centre column becomes a conversation with the AI. You type what you need in plain language; the AI replies, drafts documents, and moves the work forward. This is the one place you actually do things.

Above the conversation is a slim workflow strip that shows how far the task has come — for example "Workflow 2/5" — and, when it is your turn, it expands the single step card you need to act on (approve, sign, file, and so on). CorpSec AI deliberately keeps this light: you see the one thing to do now, not a wall of steps.

_[screenshot: The centre conversation with the workflow strip on top showing "Workflow 2/5 — Your action" and one expanded step card.]_

> **Note:** If a task type has no predefined workflow, the strip says so and you simply drive the work from the conversation. You can also add workflow steps manually.

## Right column — the record

The right panel is where results are collected. It has a row of tabs; the four most-used ones — Details, Document, Workflow and Activity — are always visible, and the other six sit under a More menu. You read here — most actions happen in the centre. The whole panel collapses to a thin rail (the chevron in the tab bar) so the conversation gets more room, and expands again with one click.

_[screenshot: The right panel with the tab row: Details, Document, Workflow, Activity and a "More" menu holding Insights, Fields, Signing, Verification, Compliance and Memory.]_

| Tab | Where | What it shows |
| --- | --- | --- |
| Details | Always | The profile of whatever is selected — the task, company or document. |
| Document | Always | The generated document, rendered as a formatted page. Review it, download the Word file, or send it to sign. |
| Workflow | Always | The full list of steps in the task, read-only. (You move steps forward from the cards in the centre.) |
| Activity | Always | The audit trail — every action taken, who did it and when. This can never be edited. |
| Insights | More | What the AI recognised from files you dropped in: document type, classification confidence, checked fields and an integrity fingerprint. |
| Fields | More | The structured data behind the document (names, dates, share numbers). |
| Signing | More | Signature tracking — who has signed, who is still pending, and the signing links. |
| Verification | More | The AI’s independent second check of the document. |
| Compliance | More | KYC / AML for the company: due diligence, screening, risk rating and the CDD dossier. |
| Memory | More | What the AI remembers about this company, so it stays consistent over time. |

> **Tip:** Tabs that do not apply to what you have selected are greyed out with a hint like "Select a task to use this". For example, Compliance is only active for something tied to a company, and Insights only fills once you have dropped a file in. When an overflow tab is active, it also appears as a chip in the main bar so you always see where you are.

## The golden rule

Do it in the centre, read the result on the right. The conversation is where you drive the work — asking for a draft, approving, signing. The right panel is the tidy, permanent record that builds up as you go. Keep that split in mind and the whole product clicks into place.

## Frequently asked questions

### Why can’t I click some of the right-hand tabs?

They only light up when they are relevant. A tab like Compliance or Document needs a task tied to a company or a generated document before it has anything to show. Select a task first.

### Where do I actually approve or sign something?

In the centre column. When it is your turn, the workflow strip expands the exact step card you need — approve, sign, file — right in the conversation. The right-hand Workflow tab is read-only.

### Can I collapse the right panel?

Yes — it collapses to a thin rail so the conversation gets more room, and expands again with one click.

## Related

- [Tasks and workflows](/help/tasks-and-workflows)
- [AI chat and memory](/help/ai-chat-and-memory)
- [Documents](/help/documents)
- [KYC & compliance](/help/kyc-compliance)