ShareFile

Add a tab to a Data Table

May 14, 2026

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Navigate to Projects in your ShareFile account.
Select an existing project or select Create Projects. For these instructions, we selected an existing project.
Select + to open the Add a tab.

The Create a new tab popup displays.
Select Blank tab.

The Create tab screen displays.
Type in a title for the Tab name.
Select Add.

NOTE:

Soon you will have the ability to change the default view for tabs, but for now they’ll all default to Table view.
Select Add.

The new Tab is added to your Project.
Click inside the cell under Title to type in a title for the row.
Select + Add to open the Add field popup for the row.
Type in a title for the field.
From the Type list, select from the following list of field types:
- Short text (single-line) - for short descriptions or questions.
- Long text (multi-line) - for longer explanations or descriptions allowing the use of Rich Text Formatting including fonts, bold, italics, bullets, and other popular formatting options.
- Person
- Date
- Category
- Files
Select Add in the next column to add another field. Repeat this process until you complete your table.
Select Create row to add rows.

The Create page editor displays.
Type in a title for the row.
Using the Rich text editor, create a row description for the users.
Select a date for the field.
Select Submit.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Add a tab to a Data Table

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Add a tab to a Data Table

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