The Fieldguide add-in for Word lets you connect and access your Fieldguide data and other features directly in Word. Use the add-in to:
Dynamically insert data from from Fieldguide into a Word document and sync updates. Fieldguide's custom functions can reference accounts, trial balance values, and engagement information.
Add tickmarks to cells in your Word file to document your work, notating things like procedures performed, testing exceptions, and findings.
Use dynamic content blocks inside a report template.
Get the Fieldguide add-in for Word
Open the Get Add-ins menu in Word.
Search for the "Fieldguide" add-in and install it.
Once it's installed, you can access the Fieldguide add-in any time from the Add-ins menu in Word.
Navigate the add-in
Use the 3-lines button in the top-left of the add-in to open its navigation menu. From here, you can access the add-in's setup and features pages.
Set up the add-in
To set up the add-in, log into Fieldguide and then select the engagement this file should connect to.
Log into the add-in with your Fieldguide account.
Go to the Setup menu in the add-in.
Select the engagement or engagement template to connect to, or the framework if needed.