Spreadsheet-Style Interaction for Line Items

Overview

With the new Spreadsheet-style Interaction for line items, you can now easily review and edit table data directly in an expanded view — just like working in a spreadsheet.

This update introduces keyboard navigation and bulk editing to make line item review faster, smoother, and more intuitive.

Feature highlights:

Open an expanded line item view for better visibility
Use keyboard shortcuts to navigate, select, and edit cells
Copy, paste, and delete multiple cell values
Work efficiently without switching between keyboard and mouse

How to Use Spreadsheet-Style Interaction

Step 1: Navigate to Review Screen

Open the document for which you want to review or edit line item data.
Navigate to the Line Item field and click the expand icon to open the expanded table view.

Step 2: Navigate Using Keyboard

Use Arrow Keys to move between cells.
Press Shift + Arrow Keys to select multiple cells.
Press Delete to clear cell values.
Double-click on a cell to edit its content directly.

Step 3: Copy and Paste Cell Values

Select one or more cells.
Use Cmd/Ctrl + C to copy the selected values.
Use Cmd/Ctrl + V to paste into the target cells.

Step 4: Delete or Clear Selected Cells

Highlight the cells you want to clear.
Press Delete to remove their values.
The changes are applied instantly — no extra clicks needed.

Pro Tips

Combine mouse and keyboard shortcuts to speed up edits.
Use Shift + Arrow Keys to select multiple cells quickly.
Edits in the expanded view are saved automatically as you navigate.
You can seamlessly tab through cells to work row by row.

Troubleshooting

If shortcuts don’t work, make sure your cursor is inside the expanded table.
Some browser extensions may block keyboard shortcuts — try disabling them temporarily.
Refresh the page if the expanded view doesn’t load correctly.

Need Help?

If you face any issues or have feedback, reach out to our support team at [email protected] or use the in-app chat.

Updated about 4 hours ago