Here are the latest updates from Fieldguide as of August 22nd, 2022. As always, if you have any additional suggestions on improvements or features to add, please email us at [email protected] or contact us via chat!

Users can now update multiple cell values by using bulk editing. Try this instead of copying and pasting data from cell to cell!

We've improved the experience for linking sheet data together. To link sheets, add a column to your sheet and link the sheet data.

Users can now limit which column data shows up in a request, providing for a cleaner and focused experience for the client user.

We've improved Document Viewer, providing for an easier, more efficient way to work on Documents within Fieldguide. (NOTE: Please discuss Documents Viewer with your CSM, who can enable this feature for you.)

Want to make the switch and didn't see the demo during our latest feature release webinar? Check it out below!

Admin users can now view individual user activity logs, providing greater visibility into activities taken by users in Fieldguide.

Importing data into Fieldguide is now in a sequence of steps, helping to speed along your data imports!

Firm admins can now set the number of days between mandatory password resets for firm and client users alike. Additionally, a time-out threshold is now available and can be set with minutes as the unit of time.

We've added some additional frameworks to Fieldguide:

Additionally, HITRUST and SOX engagements have been available on Fieldguide for use; we are starting to see a lot of new engagements utilizing these Frameworks.

Want to see the latest updates in Fieldguide? We're now hosting a monthly feature release webinar! Click here to register.