Spreadsheet Layer
The Spreadsheet feature in Rainbow enables effortless integration of your source data residing in spreadsheets with the document in the application. Any modifications made to the integrated spreadsheet can be synchronized with the corresponding document in a single click. This eliminates the need for manual updates to the document, saving you time and effort.
Home page of Spreadsheet Layer:
By clicking on the Spreadsheet Layer icon, you can access a range of features and functionalities tailored to streamline document integration and synchronization. Please follow the provided steps below to access the functionalities:
- Navigate through the document process screen to select the entity and document.
- Click on the "Spreadsheet Layer" icon at the right and you will be redirected to the spreadsheet layer.
In the Spreadsheet Layer, you'll find the "Create New" button at the top right corner, providing access to the following options:
- Folder: Create a folder for organizing documents.
- Spreadsheet: Create an online spreadsheet.
- Import Spreadsheet: Upload a spreadsheet.
Once a folder is created or a spreadsheet is created or imported, you'll have access to the following actions to streamline your workflow:
- Manage Access: Manage users' access to spreadsheets or folders, ensuring secure collaboration.
- Rename File: Modify the name of a file/folder for better organization.
- Delete: Remove files/folders to declutter your workspace.
- Download File: Download a copy of the available spreadsheet.
- More Actions: Provides additional options such as moving, replicating, or replacing spreadsheets, and moving or replicating folders to enhance efficiency and organization.
- You can see two indicators available against each spreadsheet:
- Link(s) Available: This indicator appears when specific values from a spreadsheet are successfully linked to the document.
- Links to be Refreshed: This indicator appears when values have been updated in the spreadsheet but have not yet been refreshed in the document.
7. Click on the “Back to Document Process” icon to return to the document management screen. Here, you can continue with other tasks or manage additional aspects of the document as needed.
8. Click on the "View Document" icon and navigate to the document editor. This action allows you to directly access and make any necessary adjustments or edits to your document with ease.
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