Hi, we’re excited to launch a monthly series highlighting all the exciting new features and innovation in the Fieldguide platform. Our product team is passionate about giving you and your clients the most powerful tools in the industry. Here’s a look at some recent releases!
Fieldguide AI gets a boost!
Fieldguide AI is now faster, more powerful, and available in more places! It's here to help you accelerate workflows by quickly identifying risks, reviewing documents, drafting recommendations, and checking for audit quality issues. Here’s what’s included:
Fieldguide AI is now 3x faster
Fieldguide Copilot is now available in Workspace and Requests enabling you to analyze documents, find key information across multiple documents, and compare documents to information in the request or workspace.
Add AI Actions to engagement templates enabling you to roll out standardized AI Actions to all your engagement types!
And more!
Strategic Insights for Firm Leaders
Fieldguide Insights contains dashboards and reports that bring actionable information to help a firm grow their business. Firms can now view concrete and quantitative analytics for key metrics across their business, including:
Time Savings Insights: Time Savings shows how much time firms are saving across different phases of their engagements - from planning to reporting and closing.
Practice Insights: Practice Insights highlights client responsiveness to requests, specifically showing what client interactions are causing multiple review cycles or project delays.
Time Tracking Insights: Time Tracking Insights provides detailed information on how team members are spending their time on activities and engagements, so practices can determine which areas are consuming too much of their time.
“We have greatly leveraged the valuable information we gained with Fieldguide Insights. In our monthly leadership call, we are able to use the data from Fieldguide Insights to share with our team and identify specific actions they can take that could save us hundreds of hours per year.”
- Angela Haasch, Principal at Wipfli
Additional Updates
AI
AI Action examples and sample prompts. See examples of how other practitioners are using AI in their engagements. Learn more
AI Action buttons now visible in Workspace mode.
AI Actions now persist during engagement rollover.
Improved Copilot formatting for easier list, section and table viewing.
Workflow Efficiency
Resizable Workspace sidebar. You’re now able to resize the sidebar in Workspace for easier testing and review.
Unzip support for .zip files. Unzip .ZIP files directly from the document preview screen or document list view. Learn more
Inbox performance improvements. A more performant inbox that better handles large amounts of tasks and requests.
Clear column data during engagement rollover. Firm Admins can now configure columns to be cleared of data upon rollover. Learn more
Easily view and filter Request tags. In the requests tab of an engagement, request tags are now listed in their own column for easier readability.
Sheets
Sign offs, Tasks and Requests available in New Sheets mode. We’re excited to add Task and Request columns to our new, spreadsheet-like sheets experience. Document and formula columns are coming soon! Learn more
Columns preserved during import. Imports now include all columns in your upload sheet, not just the ones in the import template.
Filter the Documents column using text. Easily find the document you need using a word or phrase.
Improved load times for large, cross-linked engagements. Optimized experience for complex, cross-linked engagements.
Reporting
Modern Report Collaboration. Save up to 6.5 hours per engagement using our new report collaboration experience. Learn more
Vertical Report Tags. You can now add Sheet rows in a vertical format when generating reports giving you more styling flexibility. Learn more
Report Alerts You’ll now see alerts when a report is missing Sheet sections, views, columns, rows or form fields. Learn more
Platform
System Admin role. This new role helps you limit access to sensitive system permissions in Fieldguide, including data deletion abilities. Learn more
Milestones permissions for Firm Members. Optionally configure Firm Members to edit Milestones on an engagement. Learn more
Self-Service SSO configuration. This enables IT admins to easily setup SSO authentication for their firm with minimal support from Fieldguide. Learn more
Improved User Activity logging. The user activity displays within the Settings page to make it easier to use and more performant.
Request API. Customers and third-party applications can now interact with Fieldguide requests via API to enable deeper integrated experiences.