Copilot Citations Copilot Chat now includes citations with automated source document highlights, available in both single- and multi-document chat. Learn more.

Copilot Chat sessions now support unlimited documents to enable you to chat with larger sets of documents.

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

Automated Policy & Procedure Testing (beta). Fieldguide is collaborating with beta customers on an advanced AI capability to automate policy and procedure testing. If you’re interested in joining the waitlist, please contact your customer success manager.

Engagement Progress gives you detailed insight into the completion of requests, signoffs, and tasks over time. Learn More.

Client On-Time Performance enables data-driven conversations with clients about Request completion, so that you can improve on-time performance and (where necessary) adjusted engagement fees. Learn More.

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.

Financial Statements now automatically allow you to hide line items that are not applicable from your firm template.

Financial Statements now show if an account-driven value has been overridden, and allow you to revert back to the automated value.

Adjustments columns from prior period TBs can be accessed in Linked Sheets.

Adjustment Exports allow your team to export adjustment data to Excel to share with clients.

Account Mapping has been improved to include improved filtering and bulk update capabilities to make correcting and updating mapping faster and easier.

Consolidated Engagement Setup (beta) is now available to streamline the setup of cross-linked engagements. Contact our team to get early access!

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.

Sheet Structure Locks allow you to restrict changes to Sheet columns to drive greater methodology adherence and prevent deletion of reporting columns.

Templates: Update All Sheet Column Configurations to streamline updates to your templates and methodology. Learn More.

New Sheets: Manage Columns is now available in New Sheets to enable.

New Sheets: Sampling Actions are now available for your team to create and work with Samples in New Sheets mode Learn More.

New Sheets: Cell Colors are now available for easier status tracking and collaboration!

New Sheets experience is now available for all Sheets in Fieldguide! Learn more.

Custom Bullet Styles are now supported in Reports so you can easily match your firm’s style standards. Learn More.

PDF Conversion Improvements: Retaining Versions now allows you to create a new file version when converting to PDF – preserving links to the original document and ensuring the PDF is updated wherever it is linked. Learn more.

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.

IT Admin role is now available by request for teams that want to leverage a role that can only provision firm users.

APIs: Additional Request information is now available to facilitate more robust request sync integrations.

APIs: Request Comments are supported 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.