Help Documentation

Creating a Spreadsheet / Template

Creating a Spreadsheet

To create a new Spreadsheet:

  1. Click on File button on the top left hand side
  2. From the drop down menu select the New option
  3. A new blank spreadsheet will open, and you'll be able to edit the document, share it with other people, and collaborate on it in real-time

Zoho Sheet saves your document automatically, and you can always access it from your Documents List in Zoho Docs.

Renaming a Spreadsheet

When you create a new document, Zoho Sheet will name it Untitled by default.

To choose a different name:

  1. Double click on the existing Spreadsheet name at the top left hand side of the page.
  2. Specify the Spreadsheet name in the text box.
  3. The Spreadsheet will get saved in your Document List in Zoho Docs, with the name you specified.

Delete A Spreadsheet

To delete a spreadsheet from your documents list:

  1. Select the check box near the Spreadsheet that you want to delete from Document List under All Files.
  2. Select    (Trash/ Remove icon) from the tool bar.
  3. A confirmation pop-up window will appear asking if you want to move the document to trash.
  4. Click OK. 
  5. Once deleted, the Spreadsheet will be in the Trash folder.
  6. Alternatively, you can also delete a spreadsheet from the right-click menu. Right-click on the spreadsheet name from the document list view, select Move to Trash.

Note:

  • If you delete a shared doc that you own, it will be completely removed from the Documents List for all collaborators, and they will no longer have access to the document.

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