New Sheets experience is now widely available!
We’re excited to announce that Fieldguide’s New Sheets experience is now widely available for Fieldguide users. New Sheets gives you access to a more modern, spreadsheet-like experience to streamline your daily activities. Over the coming weeks and months, you’ll see several followup releases with additional improvements and functionality. Let us know what you think!
Additional Updates
Fieldguide AI
Copilot Chat sessions now support up to 30 documents – with support for more documents coming soon!
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
On Time Performance Detail enables you to see client on-time performance in order to facilitate productive, data driven conversations with clients. Available for users with Premium Insights.
Team Member Activity dashboard to highlight your team’s activities within client engagements. Available for users with Premium Insights. Learn more
Engagement Milestone Status dashboard to enable cross-engagement visibility across your portfolio of engagements. Available for users with Premium Insights.
Configurable Insights Permissions to enable expanded access to individuals on your team. Available for users with Premium Insights.
Engagement Management
Engagement Lead Filtering on the Engagements screen to improve efficiency and easy of use. Learn more.
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 enhancement 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.
Sheets
Control Activity, Key Reference, Formula, Document Reference, and Document columns are now available in New Sheets mode!
Greater consistency when navigating between Standard Sheets and New Sheets ensuring column width is preserved between both experiences.
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.
Documents & Reporting
Keyword document search allows you to search for documents using keywords (not just document names) making it much easier and efficient to locate key documents and information.
PDF merging & conversion. 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. Learn more.
Report Alerts for blank cells and forms to make it easier to complete reports with high quality.
Bulk change document visibility gives you the ability to make documents visible to clients in bulk. Learn more.
Client Folders. Now clients will be able to view documents in folder structure as well as a flat list. Learn more.
Platform
Automated engagement, team, and client setup is now available via Fieldguide APIs. Learn More.
Fieldguide APIs now support request comments to enable more collaborative integrated experiences.
Client deletion is now restricted to System Admins to ensure important deletion actions are reserved for those with the appropriate role. Learn more.
“Invited” user status to more easily identify users who’ve not yet logged in to Fieldguide.
System Admin role. This new role helps you limit access to sensitive system permissions in Fieldguide, including data deletion abilities. Learn more.