Hello, check out the latest product updates from August!
New Insights & Configurable Permissions
Firm leaders now have deeper visibility and insights to optimize client, engagement, and team effectiveness. Fieldguide Insights now includes Practice Insights, Engagement Insights, and Team Member Insights areas, plus two brand new dashboards:
Milestone Status: Gives leaders cross-engagement visibility into engagement milestone status, aging and risks so that leaders can proactively manage engagement progress.
Team Member Activity: Highlights team member activities (sign offs, tasks, etc.) giving managers insight into a team member’s contributions and coaching opportunities.
Additionally, we also released configurable permissions so you can provide the appropriate level of access to your teams.
PDF Conversion & Merging
We’re excited to announce that you can now convert documents into PDF format and merge multiple documents into a single PDF directly within the Fieldguide platform. These utilities can be accessed directly from the Documents area of the platform.
Fieldguide API: Engagement, Team, and Client Management
We're pleased to announce several powerful additions to our API resources:
Engagement creation. You can now trigger the creation of templated engagements via the API, enabling you to keep your Fieldguide engagements in sync with an external management system.
Engagement team management. Similarly, you can now add and remove users to an engagement via the API, enabling you to keep an engagement team in sync with an external scheduling system.
Client creation. Finally, you can create and edit new clients via the API, enabling you not only to keep your client list in Fieldguide up-to-date, but also to create engagements on new clients, not just existing ones.
For more information about the Fieldguide API, please see our API documentation. If you have questions about the API, or need help getting started, please email [email protected].
Additional Updates
Fieldguide AI
AI Actions now utilize even more powerful AI designed to improve quality and accuracy for text-based actions and basic math.
AI Document Annotator in private beta. Fieldguide is collaborating with beta customers on an advanced AI capability to automatically identify key information in client documents and suggest annotations.
Fieldguide Insights
Team Member Activity dashboard to highlight your team’s activities within client engagements.
Engagement Milestone Status dashboard to enable cross-engagement visibility across your portfolio of engagements.
Configurable Insights Permissions to enable expanded access to individuals on your team.
Expanded Contract Usage availability for more teams.
Engagement Management
Custom Engagement IDs can now be (optionally) added to engagements during creation for teams that want to maintain consistent IDs between Fieldguide and other systems. Learn more.
HITRUST requirement scoping enhancements is now available to accelerate HITRUST workflows. Learn more.
See what’s changed on a sheet row when viewing tasks. This feature is now available in beta to help streamline reviewer workflows.
Document Sign off Dashboard now shows when a document is associated with sheet row. Learn more.
Workspace task filter improvements: The Tasks modal in Workspace now remembers if you checked the "Show completed" filter.
Streamlined @ mentions for client users. When client users go to @mention a user in a comment, they will now only see members of the engagement team.