Fieldguide

Manage user accounts

Learn how to upload evidence and collaborate on work!

The Client Experience

Welcome to Fieldguide!

Getting started: Fieldguide for clients

How do I Complete Readiness in an Engagement?

Viewing and Completing Questionnaires (for Client Users)

How-To

Log in and send evidence to your audit team

Uploading Evidence and Documents

Home screen overview

View your engagements

If I have items that are assigned to me, what does that mean?

Home Screen

Your Fieldguide Inbox

Can I filter my Inbox? I want to have a specific view available based on what I need.

Use comments to communicate about action items

Using comments

What are Tasks? How do I review Tasks?

What are Requests? How do I review Requests?

Inbox Screen

What is the Controls screen?

How do I filter my Controls?

How do I edit a Control?

I only see a few controls but know my organization has more. What should I do?

Controls Screen

Fieldguide Status

Fieldguide University

Fieldguide Changelog

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.