Fieldguide

Manage the evidence and file collection process.

Requests

Requests supercharge the document-gathering process for engagements.

Requests overview

Create, edit, and track requests inside an engagement's Requests tab

Managing requests

Bulk add requests by importing from Excel

Import requests

Connect and pull data from 3rd-party software

Request integrations

Getting Started: Requests

Manage client access on requests

Using autocopy

Workflow a Document for Client Review or Signature

Export Requests

Relate uploaded documents to specific samples

Link files to sample items

Enable custom request fields inside engagements

Using custom fields on requests

Automatically highlight key words in requested documents

Auto-highlight documents inside requests

Managing Requests

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

Linking Requests

Fieldguide Status

Fieldguide University

Changelog

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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.

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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.

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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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