Requests supercharge the document-gathering process for engagements.
Create requests to ask a client to upload evidence and supporting documents for an engagement. Clients can easily view and fulfill all their requests directly in Fieldguide, and firms can track clients' progress in real time across all engagements.
Use the comments inside a requests to directly communicate with clients about their assignments.
Fieldguide can automatically organize and copy the files uploaded to requests into your engagement's documents.
You can link requests to relevant rows in your sheet using the Requests magic column, which relates them to the controls or requirements on those rows. The same request can be linked to multiple rows across different engagements.
You can link a request to a sample sheet when you need to collect documents related to selected items in a population.
