Add new columns to document list

How to add new columns, such as “Net amount” and “Tax amount”, to your document list.

You can add additional columns using the normal Excel functionality (see below), i.e.

  • via context menu / right click or

  • via ribbon menu


In both cases, you then enter the name of the new column, e.g. “Net amount”. 

ℹ️ Do you want the Excel template to automatically understand the column? Then the exact column title is important. You can display a list of the column titles recognized by the Excel template: Select any column title. In the sidebar, click the link "More columns? Click here".

Via context menu / right click

Right-click a column title and select from the context menu Insert › Table column to the left.

Via ribbon menu

Select an existing cell in the list and click on the ribbon Insert › Table columns on the left insert.

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