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Data Table

December 18, 2025
Contributed by: 
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When to Use Data Table

Overview

ShareFile Projects enables you to use Data Tables to organize and manage structured project information in a tabular format. They allow project owners and collaborators to capture, edit, and track key project data — such as client details, document status, or review progress — directly within the project workspace.

Key Use Cases

  • Tracking submissions or progress across multiple items.
  • Maintaining a centralized list of client details or deliverables.
  • Managing structured workflows like onboarding checklists or audit reviews.

How to Create a Data Table

  1. Each project can include one or more Data Tables.
  2. A Data Table consists of columns (fields) and rows (records) — similar to a spreadsheet.
  3. Columns define the type of data (e.g., text, date, dropdown, status).
  4. Rows represent individual entries such as a client submission, task, or document record.
  5. Project owners and collaborators can create new tables or use predefined ones from project templates.
  6. All changes made in a table are automatically saved and visible in real time to authorized users.

Example: A project owner can create a Data Table called “Client Deliverables” with columns like Client Name, Submission Date, Status, and Assigned Reviewer.

Data Table 1

Configuration

Add a New Entry

  1. Navigate to your project and open the Data Tables tab.
  2. Click Add Row or New Entry.
  3. Enter data into each column as required.
  4. Click outside the row or press Enter to auto-save in the side drawer.

Edit or Update Data

  1. Click directly into a cell to edit its value.
  2. Updates are saved automatically and visible to all users with access.
  3. Dropdown and date fields allow quick inline selection.

Organize and Filter Data

  1. Sort any column in ascending or descending order.
  2. Apply filters to view specific records (e.g., by status, owner, or due date).
  3. Resize, hide, or reorder columns to customize your table view.

Delete or Restore Rows

  1. Select the row you want to remove, open the drawer on the right side and select the Delete button.

Additional Capabilities

  1. Column Customization - Add different field types including text, dropdown, number, checkbox, or date for more flexibility.

  2. Autosave and Real-time Sync - All edits are automatically saved, ensuring all participants see up-to-date information.

  3. Export Data - Export table contents as a CSV file for reporting, analysis, or backup.

  4. Comments – Add comments at every record level to collaborate and maintain audit trails of communications.

Data Table
December 18, 2025
Contributed by: 
P
December 18, 2025
Contributed by: 
P

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