Copilot Chat sessions now support up to 30 documents – with support for more documents coming soon!

AI Actions now utilize even more powerful AI designed to improve quality and accuracy for text-based actions and basic math.

AI Document Annotator in private beta. Fieldguide is collaborating with beta customers on an advanced AI capability to automatically identify key information in client documents and suggest annotations.

Milestone Status: Advanced Filtering enables you to efficiently manage engagement progress with powerful new filters! Learn more.

Team Member Activity dashboard to highlight your team’s activities within client engagements. Available for users with Premium Insights. Learn more.

Engagement Milestone Status dashboard to enable cross-engagement visibility across your portfolio of engagements. Available for users with Premium Insights.

Configurable Insights Permissions to enable expanded access to individuals on your team. Available for users with Premium Insights.

Add Trial Balance values to other FG sheets allows users to templatize different Workpapers at the firm-level and auto-populate them based on standardized Trial Balance data within an engagement.

Display Section totals in Sheets allows users to more easily see the total of different Audit Areas, helpful for analytic review & to tie out work performed to the Financial Statements.

Replace existing Trial Balance provides an easy utility to seamlessly update Trial Balance information you are working on when a client gives you a new version.

Add new account allows users to manually add additional Trial Balance accounts for a client, often used for disclosure purposes when preparing financial statements.

Read-only Trial Balance protects the integrity of financial information handled by Fieldguide to ensure client data stays in balance.

Engagement Lead Filtering on the Engagements screen to improve efficiency and easy of use. Learn more.

Custom Engagement IDs can now be (optionally) added to engagements during creation for teams that want to maintain consistent IDs between Fieldguide and other systems. Learn more.

HITRUST requirement scoping enhancement is now available to accelerate HITRUST workflows. Learn more.

See what’s changed on a sheet row when viewing tasks. This feature is now available in beta to help streamline reviewer workflows.

Document Sign off Dashboard now shows when a document is associated with sheet row. Learn more.

Control Activity, Key Reference, Formula, Document Reference, and Document columns are now available in New Sheets mode!

Greater consistency when navigating between Standard Sheets and New Sheets ensuring column width is preserved between both experiences.

Columns preserved during import. Imports now include all columns in your upload sheet, not just the ones in the import template.

Filter the Documents column using text. Easily find the document you need using a word or phrase.

Report Builder: Merge Table Cells allows you to automatically merge cells with matching contents to improve the readability of your reports. Learn more.

Expanded File Automation Naming Rules automatically renames copied files with a Request ID to streamline your workflows. Learn more.

Keyword document search allows you to search for documents using keywords (not just document names) making it much easier and efficient to locate key documents and information.

PDF merging & conversion. You can now convert documents into PDF format and merge multiple documents into a single PDF directly within the Fieldguide platform. These utilities can be accessed directly from the Documents area of the platform. Learn more.

Automated engagement, team, and client setup is now available via Fieldguide APIs. Learn more.

Fieldguide APIs now support request comments to enable more collaborative integrated experiences.

Client deletion is now restricted to System Admins to ensure important deletion actions are reserved for those with the appropriate role. Learn more.

“Invited” user status to more easily identify users who’ve not yet logged in to Fieldguide.

System Admin role. This new role helps you limit access to sensitive system permissions in Fieldguide, including data deletion abilities. Learn more.