ShareFile

Create a Table

May 26, 2026

Contributed by:

To create a blank table:

From the ShareFile navigation, go to Projects.
Create a new project or select an existing project to open it.
Select + to create a table.
Select blank table. The ‘Create table’ window displays.
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.
The Table is added to your Project as a new tab.

You can start adding rows and fields to build the table.
Add rows - Select Create row to add rows to the table, then enter a Title for each row.
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.

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.

Was this article helpful

Create a Table

May 26, 2026

Contributed by:

May 26, 2026

Contributed by:

Create a Table

In this article