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

Set background color to highlight a row or cell

Row and cell color

Row groups

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

Use keyboard shortcuts to navigate sheets, select cells, undo, bulk paste, and more

Sheets keyboard shortcuts

Fill a value down into adjacent cells

Set row height

Spell check in sheets

Show sums, counts, averages, and other vertical formulas for a column

Add a column aggregation

Expand a cell into focused view

Sheet Basics

Create and use sample sheets

Sampling

Import a sheet

Append data to a sheet

Paste into a sheet cell or range

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

Keep some columns visible while you scroll

Pin 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

Changelog

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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.

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