Fieldguide

Check out all of these updates below! We've broken them into smaller clips - but if you'd prefer to watch the Feature Release Webinar from start to finish, you can do that as well!

<a href="#h_01GQFGTNKR156QPD0SA4ZVR3MC">Left-Hand Navigation</a> (3 min)

<a href="#h_01GQFGVGDB76Y3MTEX99KAMC2T">Sums and Formula Improvements</a> (4 min)

<a href="#h_01GQFGWH45QQ0H2935P1ADEXT9">PDF Autosave Updates</a> (3 min)

<a href="#h_01GQFGWPFMY8YEA2EQC54CXF93">Auto-Checked Samples</a> (2 min)

<a href="#h_01GQFGWV6HD188W099FKPJWYNG">Sheet Descriptions</a> (3 min)

<a href="#h_01GQFGX0DJ6MRG8JJ3M0YBA8PA">Engagement Rollover</a> (4 min)

<a href="#h_01GQFGX5DFJ6Y18KQXQNKRXRFY">Reminders &amp; Miscellaneous</a> (5 min)

<a href="#h_01GQFGXA383KT20399J7XCX3ST">Full Webinar</a> (27 min)

- <a href="#h_01GQFGTNKR156QPD0SA4ZVR3MC">Left-Hand Navigation</a> (3 min)
- <a href="#h_01GQFGVGDB76Y3MTEX99KAMC2T">Sums and Formula Improvements</a> (4 min)
- <a href="#h_01GQFGWH45QQ0H2935P1ADEXT9">PDF Autosave Updates</a> (3 min)
- <a href="#h_01GQFGWPFMY8YEA2EQC54CXF93">Auto-Checked Samples</a> (2 min)
- <a href="#h_01GQFGWV6HD188W099FKPJWYNG">Sheet Descriptions</a> (3 min)
- <a href="#h_01GQFGX0DJ6MRG8JJ3M0YBA8PA">Engagement Rollover</a> (4 min)
- <a href="#h_01GQFGX5DFJ6Y18KQXQNKRXRFY">Reminders &amp; Miscellaneous</a> (5 min)
- <a href="#h_01GQFGXA383KT20399J7XCX3ST">Full Webinar</a> (27 min)

Users can now access Fieldguide's main menu on the left-hand side of the screen.

If your firm still has the previous navigation bar (at the top), please reach out to our support team to make the switch!

We've improved Sums and Formulas when using Grouping for columns in a Fieldguide Sheet.

PDFs now autosave when you make heavier modifications like deleting a page and adding a page.

Coming soon: Sample names in Requests can be checked against data within PDFs.

Teams can now leave Sheet Instructions within any Fieldguide Sheet, including sampling Sheets.

We're currently working on delivering an enhanced engagement rollover experience!

Don't forget about our Readiness offerings!

Here's the webinar in full (includes all the clips above)

RECAP: February 2023 Feature Release Webinar

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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