Is there a way to create a spreadsheet in 'Documents' section?

  1. 10 months ago

    Is there a way to create a spreadsheet in 'Documents' section and not in 'Finance' section because some of my notes contain information not related to finance? Thanks.

  2. You can insert a table or import csv into a table.

  3. Chris

    30 Apr 2018 Developer, Moderator, Beta Tester

    You could add a Spreadsheet in the Finance section then Link To it using the Related Links function. When you're in the Documents section, you will see the Related Link of the spreadsheet.

    At the moment, Spreadsheets are only in the Finance section. Perhaps they should come out into their own section in the future.

    Chris

  4. Edited 10 months ago by RandallG

    I'd like to add that if you have a spreadsheet created in Excel for example and it has lots of formatted cells, formulas, fonts, and colors etc, those all import quite nicely into the finance section of DoogiePIM. I was very impressed with this functionality. Also, it exports back into Excel format just as nicely should you ever need or want to do that.

 

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