Can records exist in two workspaces?

Created: July 21, 2026

Records can exist in two workspaces by using the Share function.

Share Records Across Workspaces

FieldDoc’s sharing function allows you to share existing records with another workspace. To share multiple records at once, you can share the folder that contains them.

Sharing a folder does not automatically share records added to that folder later. New records must be shared separately.

Part 1: Share the records

1. Open the workspace that contains the original folder.

2. Open the folder and click Share in the upper-right corner.

3. Enter the email address of a FieldDoc user who has access to the target workspace.

4. Click Send.

Have feedback? Would selecting a target workspace be more helpful than entering a user’s email address? Let us know if you would like to see this improvement considered for future development.

Part 2: Organize the records in the target workspace

1. Open the target workspace.

2. In the Activities section, create a folder for the shared records, if needed.

3. Open the Shared with me view.

4. Open the shared folder.

5. Click Select and choose the records you want to organize.

6. Click Move to folder and select the destination folder.

The records are now available and organized in the target workspace. Any edits made to a shared record will appear in both workspaces.

Remember to repeat this process for any new records that need to be shared.