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How-To Guide - StackDX Groups
August 4, 2026

How to Send Documents from Fieldshare to StackDX

Fieldshare is excited to announce an enhanced integration with StackDX, making it even easier to keep your project documentation synchronized across both platforms. 

Fieldshare users can now send documents directly from a project to the corresponding Surface Location in your corporate StackDX account.

No downloading, no re-uploading, no manual filing.

Before you start

Make sure the Fieldshare project’s Location Name matches the corresponding Surface Location in StackDX. That name is what tells Fieldshare where your documents belong.

Fieldshare project Summary Details panel with the Location field highlighted, showing the value 01-35-016-12W4
StackDX Surface Locations view showing the surface location 01-35-016-12W4 highlighted, with its Land Files, Assets, Asset Docs and Public Docs tabs
Make sure your location name in Fieldshare matches the surface location in StackDX

How to send documents to StackDX

Step 1. Open the Documents tab in Single Project View, under Files.

Fieldshare Single Project View with the Documents tab open, showing a table of project documents with file name, size, extension, upload date and StackDX Status columns

Step 2. Select the documents you want to upload.

Fieldshare documents table with four documents selected and a blue action bar showing Download selected, Upload to Stack DX, Delete and Cancel options

Step 3. Click Upload to StackDX in the action bar.

Fieldshare documents table with four documents selected and the Upload to Stack DX button highlighted in the blue action bar

Step 4. Confirm by selecting Upload to StackDX.

Fieldshare confirmation dialog reading Upload to StackDX with the message that all data of selected items will be uploaded to StackDX based on the Location set for this project

Your documents are queued straight away, and the upload runs in the background while you keep working.

Fieldshare documents table with an Upload queued notification confirming four files were added to the StackDX queue, and Queued showing in the StackDX Status column on those rows

Tracking the upload

The StackDX Status column shows where each document is.

Fieldshare documents table with the StackDX Status column highlighted, showing Done on three documents and a red Error status on one

Status is set per document, not per batch, so one failure does not hide the successes or stop the rest of the queue.

Status

What it means

Queued

Waiting in the upload queue

Uploading

Transferring to StackDX now

Done

Document successfully copied over to StackDX

Error

Check the Location Name, or ensure an environmental folder exists under the surface location in StackDX

Running Fieldshare alongside StackDX and do not have this switched on yet? Get in touch.