Fieldguide

Exporting an engagement binder downloads all of an engagement's sheets and documents to a ZIP file.

Open the Documents tab of your engagement.

Click Export. Fieldguide may take several minutes to process the export. It's OK to leave the page while the export is processing. For HITRUST engagements, you will need to select <a href="https://help.fieldguide.io/en/articles/11327565-export-a-hitrust-engagement-binder">additional options</a> before the export can begin. ​

When your export is done processing, click Download files on the popup to download the ZIP file. Fieldguide will also send you an email where you can download the ZIP file. ​

1. Open the Documents tab of your engagement.
2. Click Export. Fieldguide may take several minutes to process the export. It's OK to leave the page while the export is processing. For HITRUST engagements, you will need to select <a href="https://help.fieldguide.io/en/articles/11327565-export-a-hitrust-engagement-binder">additional options</a> before the export can begin. ​ 
 
 
3. When your export is done processing, click Download files on the popup to download the ZIP file. Fieldguide will also send you an email where you can download the ZIP file. ​

Download all documents from an engagement

Export an engagement binder

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Export an engagement binder

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