Get data from other documents

[natalie-grist]

Hi Dan,

Each document is a separate database so there is no way to grab data from other documents within the same account.

We recommend keeping all similar data in the same document. You could put everything into the same document that includes a page that lists all client contact information, then add a client column to all other data assign each record to the appropriate client. You can set up access rules so each client only sees their own information when they access the document. There’s a great video example of this below:

Access Rules - Limiting access for team members

The post linked below has a good explanation of why we recommend this setup:

How do I duplicate a page without it being tied to the original page?

I want to duplicate a page and use it as a template. Right now, the page I create a copy of ties changes with the original page. I just want to use it as a template and input new data without changing the rest. Right now I have to create an empty table and reinput the column headers 1 at a time and there are 7+ columns, which is cumbersome. I’ll need to make 20+ of these pages. Another workaround I can think of is creating the template as a CSV and import it as a new page each time, but I’d lik…