For the complete documentation index, see llms.txt. This page is also available as Markdown.

User Account

To access FieldDoc, you must have an active user account.

Create your user account

All user accounts must be assigned to an organization.

  1. Navigate to fielddoc.org/register

  2. Enter in your name and professional email address.

  3. Click Complete.

  4. Open your inbox and copy the six digit verification code.

  5. Enter the code into the verification field on your screen.

  6. Once confirmed, select an organization or create a new one.

If you belong to a large organization, government body, or institution, you may need to contact support@fielddoc.com for assistance completing your account registration.

Join an existing organization

If your organization already exists in FieldDoc, you will be able to add your account to that organization.

  1. FieldDoc will look at your email domain and match you to the organization in FieldDoc with the same domain (if one exists).

  2. Click to join the organization.

  3. FieldDoc will automatically confirm your membership and bring you to your home page. Welcome!

Create a new organization

If you are creating a new organization as you set up your account, you will be presented with a screen where you can create a new organization.

Invite your colleagues

New in 2025, you can invite your colleagues (staff with the same email domain) to join your organization. During the invitation process, they will be able to create their own FieldDoc account.

Join external workspaces

If you collaborate with another organization in FieldDoc, a member of that organization can add you to one of its Workspaces.

Workspace access allows you to work within that organization’s Portfolio, including creating, editing, and deleting records or building Pacts on its behalf. You will use the features available through that organization’s plan while working in its Workspace.


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