Sharing Document Types between Workspaces

Find out how you can share your Document Types between workspaces for efficiency

When you have multiple workspaces in Expiration Reminder, expirations, categories, contacts, locations, equipment, etc. are all separated between your varying Workspaces.

In some cases, you might need to share Document Types because they're the same in some workspaces. For cases like these, you are able to share the Document Type.

To share the Document Type, look for the Document Type and edit it. On the Advanced tab, tick the Share with other workspaces checkbox.