Use deal workspace sheets

How to create, rename, switch, reorder, and delete workspace sheets.

Written By Reia

Last updated About 3 hours ago

Sheets let you keep multiple workspace arrangements inside the same deal.Use sheets when you want separate views for different workflows, such as source review, underwriting review, memo drafting, or graph tracing.## Sheet actionsCommon sheet actions include New sheet, Previous sheet, Next sheet, All sheets, Rename, and Delete. Use them to create another sheet, move between sheets, open the sheet list, rename a sheet from the tab menu, or remove a sheet when more than one sheet exists.You can drag sheet tabs to reorder them.## Deleting sheetsDeleting a sheet removes that sheet layout, not the deal itself. Keep at least one sheet in each deal workspace.