Fieldguide

Here are the latest product news and updates from Fieldguide as of October 31st, 2022.

As always, if you have any additional suggestions on improvements or features to add, please email us at <a href="mailto:support@fieldguide.io" rel="nofollow noopener noreferrer" target="_blank">support@fieldguide.io</a> or contact us via chat!

<a href="#h_54dce8b60d">Faster Filtering</a>

<a href="#h_ddbcb71735">Updated Auto-Copy for File Uploads in Requests</a>

<a href="#h_6c0407c51f">Quick Tip: Tasks and Task Templates</a>

<a href="#h_fe2a7c426f">Attend a Webinar!</a>

- <a href="#h_54dce8b60d">Faster Filtering</a>
- <a href="#h_ddbcb71735">Updated Auto-Copy for File Uploads in Requests</a>
- <a href="#h_6c0407c51f">Quick Tip: Tasks and Task Templates</a>
- <a href="#h_fe2a7c426f">Attend a Webinar!</a>

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Filtering in Fieldguide is now more powerful and quicker to respond to your filter search.

Give it a try in a Fieldguide Sheet or in the Control Library! We'd love to hear your feedback.

Updated Auto-Copy for File Uploads in Requests

In Requests, any evidence uploaded will auto-copy to the Documents Workplan folder once the Request's status has been changed to <b>Ready for Review</b>.

Do you have recurring tasks that you're always performing in an engagement? Learn how to create Tasks templates, which allow you to easily pull down pre-defined tasks into any engagement.

<a href="https://help.fieldguide.io/en/articles/6583949-fieldguide-for-firm-users-plan-execute-risk-engagements">Fieldguide for Firm Users</a>

- This webinar is a great walk-through for newer users of Fieldguide or those needing a refresher. It's 1 hour and occurs every Tuesday at 11 AM PST!

<a href="https://help.fieldguide.io/en/articles/6583948-fieldguide-for-client-users-navigate-collaborate-and-execute">Fieldguide for Client Users</a>

- This webinar, intended for client users of Fieldguide, goes through the platform and answers the most common questions.
- This is a great resource for firm users to understand the client side of Fieldguide - and also an efficient resource to present to your clients when beginning to use Fieldguide for the first time!

- <a href="https://help.fieldguide.io/en/articles/6583949-fieldguide-for-firm-users-plan-execute-risk-engagements">Fieldguide for Firm Users</a>
   
  - This webinar is a great walk-through for newer users of Fieldguide or those needing a refresher. It's 1 hour and occurs every Tuesday at 11 AM PST!
- <a href="https://help.fieldguide.io/en/articles/6583948-fieldguide-for-client-users-navigate-collaborate-and-execute">Fieldguide for Client Users</a>
   
  - This webinar, intended for client users of Fieldguide, goes through the platform and answers the most common questions.
  - This is a great resource for firm users to understand the client side of Fieldguide - and also an efficient resource to present to your clients when beginning to use Fieldguide for the first time!

What's New in Fieldguide - October 31st, 2022

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