Fieldguide

Welcome! The videos on this page will help you learn the basics of using Fieldguide as a client.

Client users can export request lists and request files from an engagement. Follow these steps:

Go to the Requests tab inside an engagement.

Open the ⋮ vertical ellipses menu in the top-right.

- Export files: Exports the files from inside the requests.
- Export CSV: Exports a CSV file containing the request list.

1. Go to the Requests tab inside an engagement.
2. Open the ⋮ vertical ellipses menu in the top-right. 
 
 
3. Select an export option.
 - Export files: Exports the files from inside the requests.
 - Export CSV: Exports a CSV file containing the request list.

Getting started: Fieldguide for clients

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Getting started: Fieldguide for clients

Overview

Navigation

Profile & notification settings

Fulfilling requests

Export requests

Completing tasks

Using comments

Completing forms

Collaborating on documents

Working in the control guide

Administrative features

Getting help