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What's New in Fieldguide - December 12th, 2022

Here are the latest updates from Fieldguide as of December 12th, 2022!

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.

Single List of All Documents

Prior to this release, users could only access Documents by accessing a specific folder in the Document folder tree. Users could only access Documents by either navigating to a specific folder and, if not finding it there, relying on the search function.

Users wanting to see a list of all Documents stored in an engagement in a single place haven't been able to do that - up until now!

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We've released the single list view of Documents, which allows users to see a flat list of all Documents stored within an Engagement binder!

Reports Generate Filtered Linked & Shared Sheet Columns

Looking for very specific information to cascade down to a generated report from a filtered sheet? Are you using linked columns for a multi-framework engagement?

Reports can now generate filtered linked and shared columns, making report generation even more powerful and specific to your team's needs!

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Engagement Permissions Full Access

Within Engagement Permissions, full access in the Sheets permission now allows for sign-offs to be removed for users who have been granted this permission.

Upcoming Releases

  • Sheets User Interface Updates

  • Report Collaboration

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!)

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