ShareFile

Data Table

April 10, 2026

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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.

Additional Capabilities

Column Customization - Add different field types including text, dropdown, number, checkbox, or date for more flexibility.
Autosave and Real-time Sync - All edits are automatically saved, ensuring all participants see up-to-date information.
Export Data - Export table contents as a CSV file for reporting, analysis, or backup.
Comments – Add comments at every record level to collaborate and maintain audit trails of communications.

User Guidance

Limitations

Client contacts cannot comment in table view.

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Data Table

April 10, 2026

Contributed by:

April 10, 2026

Contributed by:

Data Table

Key Use Cases

Additional Capabilities

User Guidance

Limitations

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