Workspaces are where your Spreadsheet.com folders and documents live.
A workspace is a home for all of your Spreadsheet.com documents. Workspaces help you organize your work and collaborate with colleagues and teammates. Documents in workspaces can be organized into folders.
Spreadsheet.com users can belong to any number of workspaces, and workspaces can contain any number of Spreadsheet.com users.
Adding additional users to your workspace may cause an increase in billing charges. Learn more about the difference between licensed and unlicensed users and managing your Spreadsheet.com plan.
Your Spreadsheet.com Workspace
Access your current workspace by clicking the workspace icon in the navigation sidebar.
From the Workspaces sidebar, you can see the name of the current workspace, the plan that it is currently on, and all documents and folders within that workspace. Use the search field to search for documents within the workspace, or click the gear icon in the upper right corner to access the Workspace Settings.
Workspace Settings – which affect only your current workspace – are different from Personal Settings – which affect your Spreadsheet.com profile, regardless of which workspace you are currently using.
Click the current workspace name to toggle between different workspaces to which you belong.
Click another workspace to open it, or click +New Workspace in the upper right corner to create a new workspace. You can also find a list of all workspaces to which you currently belong on your Spreadsheet.com homepage.
When you share a document or folder in your workspace with other Spreadsheet.com users, they will become members of your workspace and your workspace will be visible in their Workspaces sidebar and on their homepage. However, they will only see the documents and folders that you have shared with them.
Similarly, if anyone has shared a document or folder with you from another workspace, you will see their workspace in the Workspaces sidebar and on your homepage, but you'll only see the documents or folders they've shared with you.
Folders and Documents
Folders help you organize documents – workbooks, Reports, and Dashboards – in your workspace. Folders can contain any number of documents and can be shared with any number of people.
How to Create a New Document
You can create new documents from anywhere in Spreadsheet.com via the Workspaces sidebar.
- Open the Workspaces sidebar by clicking on your workspace icon
- Click the blue +New button above the search bar
- Select the type of new document you want to create
- Assign your document a name, specify a location, and click Save
Manage folders by hovering over their name in the Workspaces sidebar, clicking the three-dot icon to the right of the folder name, and selecting “Share…”, “Rename…”, or “Delete…” from the dropdown. Folders must be empty of all documents before they can be deleted.
Similarly, you can manage documents by hovering over their name in the Workspaces sidebar, clicking the three-dot icon, and selecting an option from the dropdown.
Use this dropdown menu to move documents between folders. You can also move documents by clicking-and-holding the document icon and dragging it up or down through the document list.
Learn More: Managing Workspaces, Folders, and Documents
Learn more about organizing and managing your work in Spreadsheet.com with these resources:
- “Navigating Spreadsheet.com” – Learn more about using the sidebar to navigate Spreadsheet.com
- “Navigating the Homepage” – Learn more about using and customizing your Spreadsheet.com homepage
- “Managing Workspace Settings” – Learn more about managing settings and options for your workspaces
- “Sharing and Collaboration Overview” – Learn more about sharing documents and Spreadsheet.com features designed to facilitate collaboration