Create a Table

To create a blank table:

1. From the ShareFile navigation, go to Projects.

2. Create a new project or select an existing project to open it.

3. Select + to create a table.

   

4. Select blank table. The 'Create table' window displays.

5. From the 'Create table' window, type in a Title to name the table and 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.

6. The Table is added to your Project as a new tab.

   

   You can start adding rows and fields to build the table.

7. Add rows - Select Create row to add rows to the table, then enter a Title for each row.

8. Add fields - Select + Add next to the table Title to open the Add field popup for the row.

   1. Type in a Title for the field.
   2. Select a field Type from the following options:
      • 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
      • Number
      • Currency
      • Link
      • Duration
   3. Select Create field. Repeat this proces until you complete your table.