3. Spreadsheet Management
This chapter covers creating, editing, copying, and deleting spreadsheets — the top-level containers that hold your sheets and data.
3.1 Creating a Spreadsheet
- Tap the + icon in the app bar, or choose Create New Spreadsheet from the context menu.
- Fill in the creation form:
- Name (required) — A descriptive title.
- Description (optional) — A short summary of the spreadsheet’s purpose.
- Tap Create.
The new spreadsheet opens immediately with one empty sheet.
3.2 Editing Spreadsheet Properties
Requires Admin or Owner role.
- Open the spreadsheet context menu and tap Edit Properties.
- You can change:
- Name
- Description
- Owner (Owner only) — Transfer ownership to another user by entering their email. A warning confirms that this transfers full control.
- Tap Update to save.
Warning: Transferring ownership is irreversible unless the new owner transfers it back. Only the current owner can change this field.
3.3 Copying a Spreadsheet
- Open the context menu and tap Make a Copy.
- Enter a new name for the copy (pre-filled as “Copy of [Original Name]”).
- If you are an Admin, you will see a Copy Sharing Options checkbox — enable it to duplicate all permission settings to the new spreadsheet.
- Tap Copy.
The copied spreadsheet includes all sheets, columns, data, and (optionally) permissions.
3.4 Deleting a Spreadsheet
Owner only.
- Open the context menu and tap Delete.
- A confirmation dialog shows: “Are you sure you want to delete [name]?” with a warning that this action cannot be undone.
- Tap Delete to confirm.
3.5 Closing a Spreadsheet
- Open the context menu and tap Close.
- X-Sheets verifies that all changes are synchronized with the cloud.
- If there are unsynced updates, a warning dialog appears asking you to resolve them before closing.
3.6 Synchronizing Data
Data syncs automatically, but you can force a manual sync:
- Open the context menu and tap Synchronize Data.
- X-Sheets checks for remote updates and merges them.
- A notification confirms the sync status.