Overview
Fieldguide's Excel add-in includes a library of tickmarks that you can add to cells in your Excel files. Tickmarks are annotations that can help you document your work during the audit process, notating things like procedures performed, testing exceptions, and findings.
The add-on inserts tickmarks as images. To insert a tickmark:
Open the add-in's Tickmarks menu to browse through the library. Hover your cursor over a tickmark to see its definition.
Place your cursor in a cell.
Click on the desired tickmark to insert it.
See Microsoft's documentation for more information on working with images in Excel files.
Tips for using images in cells
Fieldguide inserts tickmarks as floating images ("picture over cell"), which is Excel's default setting for image insertion. If rows are inserted/deleted or columns are resized, floating images can become misaligned with the data they're meant to refer to. Newer versions of the Microsoft 365 Excel desktop app allow you to embed images inside cells ("picture in cell") to prevent this. To convert a tickmark to "picture in cell", right-click and select Place in cell.