Fieldguide

Manage the evidence and file collection process.

Requests

Requests supercharge the document-gathering process for engagements.

Requests overview

Workflow a Document for Client Review or Signature

Connect and pull data from 3rd-party software

Request integrations

Automatically highlight key words in requested documents

Auto-highlight documents inside requests

Getting Started: Requests

Bulk add requests by importing from Excel

Import requests

How do I create a new Request?

Where can I add a Request to An Engagement?

Adding Requests

Managing Requests

How do I view existing Requests?

How do I view a Request's details?

What does the Overview tab in a Request contain?

What are Comments? How can I use them with Requests?

How can I view an activity trail in a Request?

How can I change a Request's Status?

Manage client access on requests

Using autocopy

Export Requests

Relate uploaded documents to specific samples

Link files to sample items

Linking requests

How do I Link a Request to multiple rows on the same Sheet?

How do I link a Request across linked Sheets?

Link a Request across different Engagements

Allow clients to see sheet row mappings of requests

Make request keys visible to clients

Linking Requests

How do I delete a Request?

How do I edit a Request?

Editing and Deleting Requests

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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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.

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.

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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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