The intended audience for this article is Agents and Insureds/End Customers.

Risk Data Tables provide spreadsheet-style editing for Wunderite’s risk data schedules. They support copy and paste, undo and redo, imports, bulk actions, validation, and more. Below is an overview of key page elements and keyboard shortcuts. If you need to share risk data, see our separate knowledgebase article.

Interface & Navigation

Bulk add data ⬇️
1. Add multiple blank rows by entering a value in the text input
2. Add a single blank data row
3. Import a risk data spreadsheet .xls, .xlsx, or .csv
4. If your agency has Webhooks and Custom Importer enabled, your custom import action (e.g. import from AMS) will display at the bottom of this menu
Add single blank data row
↗️ Send & Review Risk Data
1. Send for Review - assign a risk data schedule as a task for review.
2. Renew Review - re-assign a risk data schedule to already assigned collaborators.
3. Notify Collaborators - trigger a task list email to all collaborators.
4. Lock/Unlock Schedule - lock the schedule from edits.
5. I'm Done / Edit - when assigned to risk data, mark a risk data page as done.
6. View Activity
7. Currently in open beta, ask customer success if you would like it turned on
Vertical ellipsis button [ ⁝ ]
1. Export risk data as a spreadsheet
2. Download a sample import template file
Use the Column visibility filter to show or hide columns
Undo and redo buttons
On pages that support it, select View Data to view 3rd-party e.g. Buildings or Vehicles
🖇️ Attachments & Notes - Upload attachments, set a cover photo, add notes
🗑️ Delete an individual data row
☑️ Multi-select data rows, then use the Bulk Actions toolbar to delete rows in bulk
Add or view cover photo
Buildings support nested Subjects of Insurance data. Select a nested cell to edit it in a spreadsheet modal.

Keyboard Shortcuts

The following keyboard shortcuts are supported on Windows and Mac OS.

Keyboard Shortcut	Action when not focused in cell	Action when focused in text cell
`↑`	Activate top adjacent cell	Move text cursor
`→`	Activate right adjacent cell	Move text cursor
`↓`	Activate bottom adjacent cell	Move text cursor
`←`	Activate left adjacent cell	Move text cursor
`⌘` + `↑` (Mac) `Ctrl` + `↑` (Win)	Activate topmost cell	Move text cursor
`⌘` + `→` (Mac) `Ctrl` + `→` (Win)	Activate rightmost cell	Move text cursor
`⌘` + `↓` (Mac) `Ctrl` + `↓` (Win)	Activate bottommost cell	Move text cursor
`⌘` + `←` (Mac) `Ctrl` + `←` (Win)	Activate leftmost cell	Move text cursor
`Shift` + `↑`	Activate top adjacent cell, adding it to cell selection	Select text
`Shift` + `→`	Activate right adjacent cell, adding it to cell selection	Select text
`Shift` + `↓`	Activate bottom adjacent cell, adding it to cell selection	Select text
`Shift` + `←`	Activate left adjacent cell, adding it to cell selection	Select text
`enter`	Focus current active cell, place cursor at end	Save cell contents, unfocus, keep active cell
`spacebar`	Focus current active cell, append space and place cursor at end	Add space
letter/number	Focus current active cell, replace content with typed character	Add character
`backspace` or `delete`	Focus current active cell, clear contents. Clear selected cells content	Delete character at cursor
`esc`	Nothing	Revert cell contents, keep active cell
`tab`	Activate right adjacent cell	Save cell contents, unfocus, activate right adjacent cell
`Shift` + `tab`	Activate left adjacent cell	Save cell contents, unfocus, activate left adjacent cell
`⌘` + `z` (Mac) `Ctrl` + `z` (Win)	Undo last cell change
`⌘` + `y` (Mac) `Ctrl` + `y` (Win)	Redo last cell change
`⌘` + `Shift` + `z` (Mac) `Ctrl` + `Shift` + `z` (Win)	Redo last cell change
`⌘` + `c` (Mac) `Ctrl` + `c` (Win)	Copy selected cell(s) content
`⌘` + `x` (Mac) `Ctrl` + `x` (Win)	Cut selected cell(s) content
`⌘` + `v` (Mac) `Ctrl` + `v` (Win)	Paste clipboard content into selected cell(s)

Risk Data Tables: UI & Keyboard Shortcuts

Interface & Navigation

Keyboard Shortcuts