Our first Feature Release Webinar of the year was jam-packed with updates! With exciting new Readiness templates in Fieldguide, your team can now have an efficient baseline set up to begin Readiness work - while allowing your team to modify to best suit your needs.

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!

As a commitment to providing firms with readiness resources, we've assembled Readiness Templates in Fieldguide to jumpstart your team's productivity with Readiness engagements.

Those responsible for maintaining and updating templates in Fieldguide can do so with more powerful features that allow for templated areas (Sheets, Documents, Tasks, Forms) to be pushed down into multiple engagements - while allowing for appending existing material as well!

Want to quickly see all of the materials that you have in your Documents portion of an Engagement? Now you can!

We've updated the Sheets menu options in Fieldguide to allow for a better navigating experience.

Firms can now control visibility of a request to a Request Owner - and hide the request from all other client users (including admins).

We're currently testing Sample Highlights and Client Integrations, among other features, in Fieldguide!

Live Sheet Collaboration and Reporting Hotspots will be available soon! Check out a brief overview below.

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