Fieldguide

Use Sheets effectively within your Fieldguide engagements.

Sheets

Sheets overview

Create a sheet

Add, move, and delete your sheet's rows, columns, and sections

Basic sheet editing

Find and replace text

Bulk edit sheet data

Syncing rows

Use highlights to color a row or cell on your sheet

Row and cell highlights

Row groups and vertical formulas

Export a sheet

Export controls and tests

Bringing speed, flexibility, and modern Excel-like functionality to your Fieldguide Sheets

New Sheets

Add text, line breaks, or bullets to a sheet cell

Edit a text cell

Sheet Basics

Import a sheet

Append data to a sheet

Bulk paste data into a sheet

Link sheet columns and share data across sheets

Using shared columns

Populate sheet cells with a custom formula

Using formula columns

Adding Data

Create filters and custom views to organize your sheet

Sheet filters, search, and organization

Column filters

Change column order

Show or hide columns

Freeze columns

Sort sheet rows

View unique rows

Expand or collapse sections

Filter rows by color

Remove filters from a sheet

Sheet views

Sheet keyword search

Filters & Organization

Work inside the expanded row view in your sheet

Using the testing workspace

Add or remove mappings in your control library and sheet

Changing controls and mappings

Use shared columns and a control testing sheet to sync information across an engagement with multiple frameworks

Create a combined SOC 1 + SOC 2 engagement

Work with controls and framework-specific sheet data

Controls & Frameworks

Map files from your Documents to your sheet rows

Using the Documents column

Add evidence and planning files to sheets

Evidence & Documents

View who created a sheet and additional details

Sheet details

See who edited a sheet and what changes they made

View the sheet activity log

Add tasks to a sheet to assign action items. You can add a task to a row or to the overall sheet.

Using sheet tasks

See what's changed in your sheet since a previous date

View sheet changes

Manage phases for preparers and reviewers on sheet sign offs columns

Set up a sign-off workflow

Sign off on sheet rows and send them back for revision using Sign Offs columns

Sign off and send back rows

Comments, tasks, and sheet communication features

Collaboration & Activity

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.

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