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Sync pages between docs
Sync pages between docs

With our sync pages feature, you can insert pages, or even entire docs, from one Coda doc into another - then edit content from either end.

Updated over a week ago

Adding sync pages to your Coda doc allows for more versatility, customization, and convenience. Sync pages break down knowledge silos by allowing you to multi-home the content your team uses most in the docs they live in. This means your team won’t have to open another tab to see that brief or status report from another doc, as they can view and even interact with it right in your doc.

Within this article you’ll find...


Add a sync page

You can create a new sync page by linking to a page in another Coda doc, or picking one from the Browse docs tab. For instance, your team might work out of one doc in Coda but consistently need to reference context from a page in another doc shared by your collaborators. Adding it as a sync page can give your team all the context they need to complete a workflow from start to finish, without constant tab and context switching.

To get started with adding a sync page to your doc, just follow these steps:

  1. Open the doc that you want to add a sync page to.

  2. At the bottom of your page list (left side of your doc), click on the dropdown (v icon) next to New page. If your page list is collapsed, hover your mouse in the bottom left corner and wait for this to appear. Select New sync page from the options.

    1. Alternatively, you can click the three horizontal dot menu ( ... ) next to the name of an existing page, then choose Add page > New sync page.

  3. You can then either paste the link to the page you want to sync in. Or you can click the Browse docs option to find the doc in question and choose the desired page from that doc.

  4. If the page you’ve chosen includes subpages, you’ll see an Include subpages toggle. Toggle this setting on to also sync in the subpages.

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Sync full docs

In addition to syncing single pages or pages with subpages, you can also use this feature to sync entire docs.

To sync full docs, follow the steps in the section above through step #3. Once you've browsed for and selected the doc you'd like to sync in, you should see an Entire doc toggle near the title of your selected doc. Toggle this option on, then hit Create.

Now that entire doc will be synced into your current doc. The doc will appear as a top-level page in your page list, with all of its pages nested underneath.

Access to sync pages

It’s important to understand how doc and page access works when syncing pages or entire docs from one doc to another - especially if people have different types of access to the two docs.

When you add a sync page - or an entire doc - from one Coda doc (we’ll call the “source doc”) into another doc (we’ll call the “container doc”), viewers in the container doc will have the same level of access to those sync pages as they do for the source doc.

In other words, if someone can edit the source doc that you’re adding from, they will also be able to edit it from within the sync page (within the container doc). Or if someone only has view access to the source doc, they will still only have view access to the sync page in the container doc.

Some edit actions are limited on sync pages. Editors can use buttons, controls and forms, change table values, add and delete rows, and edit page text.

FAQs

If I add a sync page from another Coda doc in my current doc, will that page be editable?

This depends on the permissions of the source doc - the doc you are embedding from. If someone has edit access to that original source doc, then they will still be able to edit it via the sync page. But if they only have view access to the original doc, they will not be able to edit via the sync page. To configure how your collaborators can interact with the sync page, you'll need to modify the permissions of the underlying source doc.

Do sync pages preserve locking settings from the source doc?

Yes. If your source doc or page has locking applied, this locking will be preserved when you add the sync page to another Coda doc. When viewing the sync page, you'll see a locking icon that indicates the page is locked. In order to unlock the page, you'll need to open up the source doc and adjust the locking settings there. You will not be able to unlock or change locking settings from the container doc.

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Can I sync in pages from docs in other workspaces?

Yes - you can sync in pages from any Coda doc that you have access to, even if it lives in another workspace.

If I sync in an entire doc, will hidden pages from that source doc also be synced in?

No - any hidden pages in the source doc will not be included when you sync in an entire doc. Only visible pages are synced into the container doc.

Instead of syncing pages, can I share just specific pages?

We’re hard at work to enable you to easily share some pages and sub-pages. Please see our roadmap below and more details here.

Steps Visual.png

How do sync pages impact performance?

The impact of loading sync pages is similar to having browser tabs, with the caveat that we’re more intentional how much memory we use by applying the rules below.

  • We only load the sync page once you select or interact with you e.g., click into it to load the content, until then it's not loaded. So, if you have 100 sync pages, it won’t load any of them until you access them.

  • We keep the last 5 sync pages you've viewed in a cache on desktop, so you can quickly switch back and forth, and don't cache at all on mobile due to memory pressure.

  • We remove any cached sync page that you haven’t not looked at or is in the background from cache after ~4 hours.

Finally, each sync page is counted as one page in the container doc (no matter if it has subpages included or not), and its tables or views don't count for the number of tables or views in the container doc.

If I add a sync page with subpages, can I @ mention those subpages in the "container doc"?

Not at the moment. Currently you can only reference sync page items like tables, people references, and subpages, on the sync page or synced subpages, not within the "container doc."


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