Fieldguide

Annotate, edit, and manage documents and uploaded evidence.

Documents

Documents overview

Upload a document to an engagement

Download documents

Download all documents from an engagement

Export an engagement binder

Delete a document

Edit files using Fieldguide or another application

Edit a document

Annotate a document

Change which folder a document is stored in

Move a document

Create PDFs from Word documents and other file types

Convert a file to PDF

Merge multiple files into a single PDF file

Merge PDFs

Search for files in engagements by title or keywords

Search for documents

Protect sensitive information in PDFs with redaction

Redact a document

Documents Basics

Using folders

Using reference files

Copy a report template or copy a file from another engagement

Copy files from another location

Organization & Linking

See a document's history and restore to previous file versions

Document versions

Sign off on a document

Use tasks and comments on a document

Activity & Collaboration

Restore deleted files from the recycle bin

Restore a deleted document

Extract a ZIP file

Fieldguide add-in for Word

Additional Info

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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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.