Fieldguide

Hit the ground running with an overview of the Fieldguide experience for firms!

Welcome to Fieldguide - a complete workflow automation and collaboration platform!Our training materials below are intended to provide you with a high-level overview of Fieldguide. You have the option to:

watch the entire session at once (27 minutes), or:

watch bite-sized chunks of the core sections (intro, sheets, documents, and reporting):

- watch the entire session at once (27 minutes), or:
- watch bite-sized chunks of the core sections (intro, sheets, documents, and reporting):

<a href="#h_18b0345b29">Full Session (27 min)</a>

- <a href="#h_18b0345b29">Full Session (27 min)</a>

<a href="#h_a42b555d59">Part 1: Getting Started (4 min)</a>

- <a href="#h_a42b555d59">Part 1: Getting Started (4 min)</a>

<a href="#h_e584a30af9">Part 2: Sheets (14 min)</a>

- <a href="#h_e584a30af9">Part 2: Sheets (14 min)</a>

<a href="#h_28e5dae3eb">Part 3: Documents (4 min)</a>

- <a href="#h_28e5dae3eb">Part 3: Documents (4 min)</a>

<a href="#h_628a958b69">Part 4: Reporting (5 min)</a>

- <a href="#h_628a958b69">Part 4: Reporting (5 min)</a>

___________________________________________________________

<b>Reminder: the clips below are all extracted from the main video above.</b>

If you have any questions or comments, reach out in the support chat or email us directly at <a href="https://app.intercom.com/" rel="nofollow noopener noreferrer" target="_blank">support@fieldguide.io</a>!

Training: New Firm Users

Fieldguide Status

Fieldguide University

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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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Training: New Firm Users

Full Session (27 mins)

Part 1: Getting Started

Part 2: Sheets

Part 3: Documents

Part 4: Reporting