Here are the latest updates from Fieldguide as of January 10th, 2023.
Use the table of contents below to jump to each section - or feel free to watch our quick update video below!
To see all of our recent releases over the last month, join our Monthly Feature Release Webinar! Click here to enroll to the series.
Add Document Templates Directly to Engagements
Users with access to Templates in Fieldguide can now utilize Document Templates to easily add new and updated document templates to one or more engagements.
Additionally, updated document templates can be pushed down to engagements where the document template was previously copied.
Generate Reports from Linked Sheets Across Engagements
Report generation now better supports sheets linked across engagements. As a best practice, use sheets created from templates. See the 1-minute video below!
Updated Sheet Menu Interface
Released in late December, the Sheet Menu Interface has been updated to provide an easier experience for using functions within Sheets.
Users can now find commands nested with the Filters, Columns, Utilities, and Bulk Actions in the upper right-hand corner.
Coming Soon: Left-Hand Navigation
Our development team is working hard on improving the primary navigation experience in Fieldguide. Here's a sneak peek of the left-hand navigation pane that will replace the top navigation bar. Let us know what you think!
To see all of our recent releases over the last month, join our Monthly Feature Release Webinar! Click here to enroll to the series. (If you’ve enrolled in the past, you’re signed up for all future sessions!)