Fieldguide

How do I complete the Engagement Setup in Fieldguide?

Clone an engagement

Archive an engagement to put it in a read-only state

Engagement archiving

Setting engagement status

Link multiple engagements to a consolidated testing sheet

Engagement groups

Check which engagement template is connected to an engagement

View an engagement's template

Set a future archive date, configure archive utilities, and let Fieldguide automatically archive an engagement on a specific date

Scheduled archiving

Create, maintain, and manage Engagements in Fieldguide.

Engagements

Use the Engagements screen to track and manage your firm's engagements.

View Overall Engagement Dashboard

Use milestones to track important events in your engagement timeline

Milestones

Set a reminder for when it's time to delete an archived engagement

Engagement retention policies

Other Engagement Features

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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

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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.

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