# Fieldguide Knowledge

> Help center for Fieldguide

## The Client Experience

- [Manage user accounts](https://help.fieldguide.io/en/articles/8500437-manage-user-accounts.md): Create client user accounts
- [Welcome to Fieldguide!](https://help.fieldguide.io/en/articles/7207183-welcome-to-fieldguide.md)
- [Getting started: Fieldguide for clients](https://help.fieldguide.io/en/articles/7207185-getting-started-fieldguide-for-clients.md): Fieldguide client training
- [How do I Complete Readiness in an Engagement?](https://help.fieldguide.io/en/articles/7207186-how-do-i-complete-readiness-in-an-engagement.md)
- [Viewing and Completing Questionnaires \(for Client Users\)](https://help.fieldguide.io/en/articles/7207187-viewing-and-completing-questionnaires-for-client-users.md)
- [Log in and send evidence to your audit team](https://help.fieldguide.io/en/articles/7207188-log-in-and-send-evidence-to-your-audit-team.md)
- [Home screen overview](https://help.fieldguide.io/en/articles/7207189-home-screen-overview.md)
- [View your engagements](https://help.fieldguide.io/en/articles/7207191-view-your-engagements.md)
- [If I have items that are assigned to me, what does that mean?](https://help.fieldguide.io/en/articles/7207190-if-i-have-items-that-are-assigned-to-me-what-does-that-mean.md)
- [Your Fieldguide Inbox](https://help.fieldguide.io/en/articles/7207192-your-fieldguide-inbox.md)
- [Can I filter my Inbox? I want to have a specific view available based on what I need.](https://help.fieldguide.io/en/articles/7207196-can-i-filter-my-inbox-i-want-to-have-a-specific-view-available-based-on-what-i-need.md)
- [Using comments](https://help.fieldguide.io/en/articles/7207195-using-comments.md): Use comments to communicate about action items
- [What are Tasks? How do I review Tasks?](https://help.fieldguide.io/en/articles/7207194-what-are-tasks-how-do-i-review-tasks.md)
- [What are Requests? How do I review Requests?](https://help.fieldguide.io/en/articles/7207193-what-are-requests-how-do-i-review-requests.md)
- [What is the Controls screen?](https://help.fieldguide.io/en/articles/7207197-what-is-the-controls-screen.md)
- [How do I filter my Controls?](https://help.fieldguide.io/en/articles/7207198-how-do-i-filter-my-controls.md)
- [How do I edit a Control?](https://help.fieldguide.io/en/articles/7207200-how-do-i-edit-a-control.md)
- [I only see a few controls but know my organization has more. What should I do?](https://help.fieldguide.io/en/articles/7207199-i-only-see-a-few-controls-but-know-my-organization-has-more-what-should-i-do.md)

## Training & Resources

- [Fieldguide University: Learn how to use Fieldguide](https://help.fieldguide.io/en/articles/9883839-fieldguide-university-learn-how-to-use-fieldguide.md): Take self-paced, interactive Fieldguide training courses

## Engagements

- [How do I complete the Engagement Setup in Fieldguide?](https://help.fieldguide.io/en/articles/7207208-how-do-i-complete-the-engagement-setup-in-fieldguide.md)
- [Clone an engagement](https://help.fieldguide.io/en/articles/7207348-clone-an-engagement.md)
- [Engagement archiving](https://help.fieldguide.io/en/articles/7207346-engagement-archiving.md): Archive an engagement to put it in a read-only state
- [Setting engagement status](https://help.fieldguide.io/en/articles/9056351-setting-engagement-status.md): Set the status of an engagement
- [Engagement groups](https://help.fieldguide.io/en/articles/10250594-engagement-groups.md): Link multiple engagements to a consolidated testing sheet
- [View an engagement's template](https://help.fieldguide.io/en/articles/13142683-view-an-engagement-s-template.md): Check which engagement template is connected to an engagement
- [Scheduled archiving](https://help.fieldguide.io/en/articles/15234921-scheduled-archiving.md): Set a future archive date, configure archive utilities, and let Fieldguide automatically archive an engagement on a specific date
- [Update an engagement template version during rollover](https://help.fieldguide.io/en/articles/13123076-update-an-engagement-template-version-during-rollover.md): Using the "Select version" menu during engagement rollover
- [Lock and unlock documents](https://help.fieldguide.io/en/articles/15948953-lock-and-unlock-documents.md): Prevent edits to engagement files, reports, and sheets during review handoffs or after sign-off. Covers who can lock, granting the Document and Sheet Locking permission, and what changes when an it...
- [View Overall Engagement Dashboard](https://help.fieldguide.io/en/articles/7207211-view-overall-engagement-dashboard.md): Use the Engagements screen to track and manage your firm's engagements.
- [Milestones](https://help.fieldguide.io/en/articles/8063070-milestones.md): Use milestones to track important events in your engagement timeline
- [Engagement retention policies](https://help.fieldguide.io/en/articles/8103241-engagement-retention-policies.md): Set a reminder for when it's time to delete an archived engagement

## Sheets

- [Sheets overview](https://help.fieldguide.io/en/articles/7207214-sheets-overview.md)
- [Create a sheet](https://help.fieldguide.io/en/articles/8218849-create-a-sheet.md): Add a sheet to your engagement
- [Basic sheet editing](https://help.fieldguide.io/en/articles/8230133-basic-sheet-editing.md): Add, move, and delete your sheet's rows, columns, and sections
- [Find and replace text](https://help.fieldguide.io/en/articles/8156360-find-and-replace-text.md): Replace text in a sheet
- [Bulk edit sheet data](https://help.fieldguide.io/en/articles/7207236-bulk-edit-sheet-data.md): Edit multiple sheet rows simultaneously
- [Syncing rows](https://help.fieldguide.io/en/articles/8156746-syncing-rows.md)
- [Row and cell highlights](https://help.fieldguide.io/en/articles/8272713-row-and-cell-highlights.md): Use highlights to color a row or cell on your sheet
- [Row groups and vertical formulas](https://help.fieldguide.io/en/articles/8273253-row-groups-and-vertical-formulas.md)
- [Export a sheet](https://help.fieldguide.io/en/articles/8461330-export-a-sheet.md): Export a sheet to Excel
- [Export controls and tests](https://help.fieldguide.io/en/articles/8881911-export-controls-and-tests.md): Export sheet data by control
- [New Sheets](https://help.fieldguide.io/en/articles/8862538-new-sheets.md): Bringing speed, flexibility, and modern Excel-like functionality to your Fieldguide Sheets
- [Edit a text cell](https://help.fieldguide.io/en/articles/10309619-edit-a-text-cell.md): Add text, line breaks, or bullets to a sheet cell
- [Create and use sample sheets](https://help.fieldguide.io/en/articles/7207306-create-and-use-sample-sheets.md): Sampling overview
- [Import a sheet](https://help.fieldguide.io/en/articles/7207218-import-a-sheet.md): Populate a sheet with an Excel file
- [Append data to a sheet](https://help.fieldguide.io/en/articles/7207217-append-data-to-a-sheet.md): Import to a sheet with existing data
- [Bulk paste data into a sheet](https://help.fieldguide.io/en/articles/7207228-bulk-paste-data-into-a-sheet.md)
- [Using shared columns](https://help.fieldguide.io/en/articles/8156932-using-shared-columns.md): Link sheet columns and share data across sheets
- [Using formula columns](https://help.fieldguide.io/en/articles/10327557-using-formula-columns.md): Populate sheet cells with a custom formula
- [Sheet filters, search, and organization](https://help.fieldguide.io/en/articles/7841695-sheet-filters-search-and-organization.md): Create filters and custom views to organize your sheet
- [Column filters](https://help.fieldguide.io/en/articles/8809545-column-filters.md)
- [Change column order](https://help.fieldguide.io/en/articles/8809558-change-column-order.md)
- [Show or hide columns](https://help.fieldguide.io/en/articles/8809567-show-or-hide-columns.md): Change column visibility
- [Freeze columns](https://help.fieldguide.io/en/articles/8809573-freeze-columns.md)
- [Sort sheet rows](https://help.fieldguide.io/en/articles/8809586-sort-sheet-rows.md)
- [View unique rows](https://help.fieldguide.io/en/articles/8809590-view-unique-rows.md)
- [Expand or collapse sections](https://help.fieldguide.io/en/articles/8809578-expand-or-collapse-sections.md)
- [Filter rows by color](https://help.fieldguide.io/en/articles/8809593-filter-rows-by-color.md)
- [Remove filters from a sheet](https://help.fieldguide.io/en/articles/8809601-remove-filters-from-a-sheet.md)
- [Sheet views](https://help.fieldguide.io/en/articles/8809605-sheet-views.md)
- [Sheet keyword search](https://help.fieldguide.io/en/articles/8809599-sheet-keyword-search.md)
- [Using the testing workspace](https://help.fieldguide.io/en/articles/8265089-using-the-testing-workspace.md): Work inside the expanded row view in your sheet
- [Changing controls and mappings](https://help.fieldguide.io/en/articles/8264697-changing-controls-and-mappings.md): Add or remove mappings in your control library and sheet
- [Create a combined SOC 1 + SOC 2 engagement](https://help.fieldguide.io/en/articles/7670141-create-a-combined-soc-1-soc-2-engagement.md): Use shared columns and a control testing sheet to sync information across an engagement with multiple frameworks
- [Using the Documents column](https://help.fieldguide.io/en/articles/8268037-using-the-documents-column.md): Map files from your Documents to your sheet rows
- [Sheet details](https://help.fieldguide.io/en/articles/7207242-sheet-details.md): View who created a sheet and additional details
- [View the sheet activity log](https://help.fieldguide.io/en/articles/7207241-view-the-sheet-activity-log.md): See who edited a sheet and what changes they made
- [Using sheet tasks](https://help.fieldguide.io/en/articles/8230089-using-sheet-tasks.md): Add tasks to a sheet to assign action items. You can add a task to a row or to the overall sheet.
- [View sheet changes](https://help.fieldguide.io/en/articles/8842948-view-sheet-changes.md): See what's changed in your sheet since a previous date
- [Set up a sign-off workflow](https://help.fieldguide.io/en/articles/14502983-set-up-a-sign-off-workflow.md): Manage phases for preparers and reviewers on sheet sign offs columns
- [Sign off and send back rows](https://help.fieldguide.io/en/articles/14539657-sign-off-and-send-back-rows.md): Sign off on sheet rows and send them back for revision using Sign Offs columns

## Requests

- [Requests overview](https://help.fieldguide.io/en/articles/7207246-requests-overview.md): Requests supercharge the document-gathering process for engagements.
- [Workflow a Document for Client Review or Signature](https://help.fieldguide.io/en/articles/7207267-workflow-a-document-for-client-review-or-signature.md)
- [Request integrations](https://help.fieldguide.io/en/articles/7207423-request-integrations.md): Connect and pull data from 3rd-party software
- [Auto-highlight documents inside requests](https://help.fieldguide.io/en/articles/10328277-auto-highlight-documents-inside-requests.md): Automatically highlight key words in requested documents
- [Import requests](https://help.fieldguide.io/en/articles/7207250-import-requests.md): Bulk add requests by importing from Excel
- [How do I create a new Request?](https://help.fieldguide.io/en/articles/7207249-how-do-i-create-a-new-request.md)
- [Where can I add a Request to An Engagement?](https://help.fieldguide.io/en/articles/7207247-where-can-i-add-a-request-to-an-engagement.md)
- [Managing Requests](https://help.fieldguide.io/en/articles/7207259-managing-requests.md)
- [How do I view existing Requests?](https://help.fieldguide.io/en/articles/7207258-how-do-i-view-existing-requests.md)
- [How do I view a Request's details?](https://help.fieldguide.io/en/articles/7207257-how-do-i-view-a-request-s-details.md)
- [What does the Overview tab in a Request contain?](https://help.fieldguide.io/en/articles/7207256-what-does-the-overview-tab-in-a-request-contain.md)
- [What are Comments? How can I use them with Requests?](https://help.fieldguide.io/en/articles/7207255-what-are-comments-how-can-i-use-them-with-requests.md)
- [How can I view an activity trail in a Request?](https://help.fieldguide.io/en/articles/7207254-how-can-i-view-an-activity-trail-in-a-request.md)
- [How can I change a Request's Status?](https://help.fieldguide.io/en/articles/7207253-how-can-i-change-a-request-s-status.md)
- [Manage client access on requests](https://help.fieldguide.io/en/articles/7207252-manage-client-access-on-requests.md): Show or hide requests from clients
- [Using autocopy](https://help.fieldguide.io/en/articles/7207251-using-autocopy.md): Copy files from Requests into Documents
- [Export Requests](https://help.fieldguide.io/en/articles/7207336-export-requests.md)
- [Link files to sample items](https://help.fieldguide.io/en/articles/12812747-link-files-to-sample-items.md): Relate uploaded documents to specific samples
- [Using custom fields on requests](https://help.fieldguide.io/en/articles/14659568-using-custom-fields-on-requests.md): Enable custom request fields inside engagements
- [Linking requests](https://help.fieldguide.io/en/articles/9044471-linking-requests.md): Map requests to controls in your sheet
- [How do I Link a Request to multiple rows on the same Sheet?](https://help.fieldguide.io/en/articles/7207262-how-do-i-link-a-request-to-multiple-rows-on-the-same-sheet.md)
- [How do I link a Request across linked Sheets?](https://help.fieldguide.io/en/articles/7207261-how-do-i-link-a-request-across-linked-sheets.md)
- [Link a Request across different Engagements](https://help.fieldguide.io/en/articles/7207260-link-a-request-across-different-engagements.md)
- [Make request keys visible to clients](https://help.fieldguide.io/en/articles/8487298-make-request-keys-visible-to-clients.md): Allow clients to see sheet row mappings of requests
- [How do I delete a Request?](https://help.fieldguide.io/en/articles/7207265-how-do-i-delete-a-request.md)
- [How do I edit a Request?](https://help.fieldguide.io/en/articles/7207264-how-do-i-edit-a-request.md)

## Reports

- [Reports overview](https://help.fieldguide.io/en/articles/7207268-reports-overview.md): Getting started with Reports
- [Set up the Reports menu view](https://help.fieldguide.io/en/articles/7207422-set-up-the-reports-menu-view.md)
- [Generate a report](https://help.fieldguide.io/en/articles/7207275-generate-a-report.md): Create a report for your engagement
- [View a report](https://help.fieldguide.io/en/articles/8695213-view-a-report.md): Access reports for your engagement
- [Using report templates](https://help.fieldguide.io/en/articles/7207274-using-report-templates.md): Create report templates and add them to engagements
- [Using mail merge tags](https://help.fieldguide.io/en/articles/8598382-using-mail-merge-tags.md): Mail merge tags pull engagement data into a report
- [Edit a generated report](https://help.fieldguide.io/en/articles/8751651-edit-a-generated-report.md): Using hotspots and editing fixed content
- [Report Collaboration](https://help.fieldguide.io/en/articles/7207270-report-collaboration.md): Using Reports Collab and hotspots in your generated report
- [Report alerts](https://help.fieldguide.io/en/articles/9251846-report-alerts.md): Fix issues with mail merge tags
- [Add a report template to an engagement](https://help.fieldguide.io/en/articles/8609473-add-a-report-template-to-an-engagement.md)
- [Edit a report template](https://help.fieldguide.io/en/articles/8598570-edit-a-report-template.md)
- [Manage admin report templates](https://help.fieldguide.io/en/articles/8598553-manage-admin-report-templates.md)
- [Customize a report template for an engagement](https://help.fieldguide.io/en/articles/7207271-customize-a-report-template-for-an-engagement.md)
- [Apply formatting to a report](https://help.fieldguide.io/en/articles/7207279-apply-formatting-to-a-report.md)
- [Add page breaks to a report](https://help.fieldguide.io/en/articles/7207278-add-page-breaks-to-a-report.md)
- [Add form fields to a report](https://help.fieldguide.io/en/articles/7207286-add-form-fields-to-a-report.md): Use forms to add text or images to a report
- [Add images to a report](https://help.fieldguide.io/en/articles/7207282-add-images-to-a-report.md)
- [Using the Quick Access toolbar](https://help.fieldguide.io/en/articles/7207277-using-the-quick-access-toolbar.md)
- [Troubleshooting: Word found unreadable content](https://help.fieldguide.io/en/articles/8910224-troubleshooting-word-found-unreadable-content.md)
- [Add sheet cells to a report](https://help.fieldguide.io/en/articles/9261197-add-sheet-cells-to-a-report.md): Use cell tags to add specific sheet cells a report
- [Customize bullet styles in a report](https://help.fieldguide.io/en/articles/10131244-customize-bullet-styles-in-a-report.md): Add custom bullet symbols, bullet fonts, and other formatting
- [Dynamic content blocks in reports](https://help.fieldguide.io/en/articles/13286931-dynamic-content-blocks-in-reports.md): Conditionally show or hide report content based on scoping sheet rules
- [Configure client report permissions](https://help.fieldguide.io/en/articles/8695180-configure-client-report-permissions.md): Share your report with clients
- [Use tasks and comments on a report](https://help.fieldguide.io/en/articles/8751756-use-tasks-and-comments-on-a-report.md): Report tasks and report comments let you collaborate with your team

## Forms

- [Getting Started: Forms](https://help.fieldguide.io/en/articles/7207289-getting-started-forms.md)
- [Using form fields](https://help.fieldguide.io/en/articles/7207291-using-form-fields.md): Use forms to fill out engagement information and other data for your report
- [Form Permissions](https://help.fieldguide.io/en/articles/7207290-form-permissions.md)
- [Track changes to a form](https://help.fieldguide.io/en/articles/8955551-track-changes-to-a-form.md): Enable form track changes to see edits to a form field

## Documents

- [Documents overview](https://help.fieldguide.io/en/articles/7207293-documents-overview.md)
- [Upload a document to an engagement](https://help.fieldguide.io/en/articles/9084995-upload-a-document-to-an-engagement.md): Upload files to the Documents tab
- [Download documents](https://help.fieldguide.io/en/articles/9083925-download-documents.md): Export a copy of a file
- [Export an engagement binder](https://help.fieldguide.io/en/articles/9019754-export-an-engagement-binder.md): Download all documents from an engagement
- [Delete a document](https://help.fieldguide.io/en/articles/9086219-delete-a-document.md): Move a document to the recycle bin
- [Edit a document](https://help.fieldguide.io/en/articles/9101496-edit-a-document.md): Edit files using Fieldguide or another application
- [Annotate a document](https://help.fieldguide.io/en/articles/9421924-annotate-a-document.md): Edit and annotate PDF and image files
- [Move a document](https://help.fieldguide.io/en/articles/9416880-move-a-document.md): Change which folder a document is stored in
- [Convert a file to PDF](https://help.fieldguide.io/en/articles/9807353-convert-a-file-to-pdf.md): Create PDFs from Word documents and other file types
- [Merge PDFs](https://help.fieldguide.io/en/articles/9807574-merge-pdfs.md): Merge multiple files into a single PDF file
- [Search for documents](https://help.fieldguide.io/en/articles/9882311-search-for-documents.md): Search for files in engagements by title or keywords
- [Redact a document](https://help.fieldguide.io/en/articles/12011284-redact-a-document.md): Protect sensitive information in PDFs with redaction
- [Using folders](https://help.fieldguide.io/en/articles/9457670-using-folders.md)
- [Using reference files](https://help.fieldguide.io/en/articles/7207303-using-reference-files.md): Reference a document in multiple places
- [Copy files from another location](https://help.fieldguide.io/en/articles/8598892-copy-files-from-another-location.md): Copy a report template or copy a file from another engagement
- [Document versions](https://help.fieldguide.io/en/articles/8751357-document-versions.md): See a document's history and restore to previous file versions
- [Sign off on a document](https://help.fieldguide.io/en/articles/9391795-sign-off-on-a-document.md): Add sign offs to a document
- [Use tasks and comments on a document](https://help.fieldguide.io/en/articles/9421868-use-tasks-and-comments-on-a-document.md)
- [Restore a deleted document](https://help.fieldguide.io/en/articles/8839465-restore-a-deleted-document.md): Restore deleted files from the recycle bin
- [Extract a ZIP file](https://help.fieldguide.io/en/articles/9123123-extract-a-zip-file.md): Unzip a ZIP file
- [Fieldguide add-in for Word](https://help.fieldguide.io/en/articles/11690475-fieldguide-add-in-for-word.md): Use Fieldguide Connect in Microsoft Word

## Fieldguide AI

- [Fieldguide AI](https://help.fieldguide.io/en/articles/7855558-fieldguide-ai.md): Use AI to generate a test of control or request, or analyze a document
- [Fieldguide AI FAQ](https://help.fieldguide.io/en/articles/7853523-fieldguide-ai-faq.md)
- [Sheet AI Actions](https://help.fieldguide.io/en/articles/8573104-sheet-ai-actions.md): Use AI prompts on your sheet's text columns
- [Create a request with Fieldguide AI](https://help.fieldguide.io/en/articles/9066755-create-a-request-with-fieldguide-ai.md): AI request creation
- [Annotate a document with Fieldguide AI](https://help.fieldguide.io/en/articles/9953457-annotate-a-document-with-fieldguide-ai.md): AI annotations automatically highlight document parts that are relevant to a control
- [AI document summary tooltip](https://help.fieldguide.io/en/articles/10761747-ai-document-summary-tooltip.md): Hover to view a summary of a document
- [AI Insights](https://help.fieldguide.io/en/articles/13134161-ai-insights.md): Track your firm's AI Maturity Level and AI Utilization
- [Field Agents for Testing](https://help.fieldguide.io/en/articles/12292640-field-agents-for-testing.md): Use AI agents for an end-to-end testing workflow
- [Set up and configure Field Agents for Testing](https://help.fieldguide.io/en/articles/12292858-set-up-and-configure-field-agents-for-testing.md): Configure testing agents
- [Field Agents for Request Analysis](https://help.fieldguide.io/en/articles/12542698-field-agents-for-request-analysis.md): Automatically review files with Request Analysis Agent
- [Agent side panel](https://help.fieldguide.io/en/articles/13134136-agent-side-panel.md): Control-level workspace panel for Field Agents for Testing
- [Configure agent trigger settings](https://help.fieldguide.io/en/articles/14010203-configure-agent-trigger-settings.md): Automatically run testing agents with triggers
- [Agent trigger types](https://help.fieldguide.io/en/articles/14010217-agent-trigger-types.md): Options for agent trigger configurations
- [Agent trigger settings inheritance](https://help.fieldguide.io/en/articles/14010212-agent-trigger-settings-inheritance.md): Trigger configurations during engagement creation and rollover
- [Troubleshoot agent trigger issues](https://help.fieldguide.io/en/articles/14725902-troubleshoot-agent-trigger-issues.md): Diagnose and fix common agent trigger problems, from missed fires to configuration warnings and unexpected run behavior
- [Agent Knowledge](https://help.fieldguide.io/en/articles/15197601-agent-knowledge.md)
- [Agent Review Experience](https://help.fieldguide.io/en/articles/15603513-agent-review-experience.md): Review agent-tested controls, verify evidence, and sign off, all from a dedicated surface
- [Set up Field Board for Advisory](https://help.fieldguide.io/en/articles/16112514-set-up-field-board-for-advisory.md): Connect a sheet and configure agents so you can start testing with Field Board.
- [AI Chat for Documents](https://help.fieldguide.io/en/articles/8532340-ai-chat-for-documents.md): Learn about Fieldguide's document chat features
- [AI Chat for Workspace](https://help.fieldguide.io/en/articles/9289230-ai-chat-for-workspace.md): Use AI to analyze multiple documents in context of a control
- [AI Chat for Requests](https://help.fieldguide.io/en/articles/9370104-ai-chat-for-requests.md): Use AI to analyze multiple requested documents in context of a control
- [Prompt library for AI Chat](https://help.fieldguide.io/en/articles/12402143-prompt-library-for-ai-chat.md): Save and load custom Fieldguide AI Chat prompts
- [AI Chat for Sheets](https://help.fieldguide.io/en/articles/12543232-ai-chat-for-sheets.md): Use AI to analyze data from a testing matrix or another sheet type
- [Use AI to cross-map controls](https://help.fieldguide.io/en/articles/10034688-use-ai-to-cross-map-controls.md): Prompt Sheet AI Actions to find relevant mappings to other frameworks
- [Write a prompt for Sheet AI Actions](https://help.fieldguide.io/en/articles/12591457-write-a-prompt-for-sheet-ai-actions.md): Tips for writing the best AI prompts
- [File types supported by Fieldguide AI Chat](https://help.fieldguide.io/en/articles/8387385-file-types-supported-by-fieldguide-ai-chat.md): File formats supported for use with Fieldguide AI
- [File types supported by Field Agents for Testing](https://help.fieldguide.io/en/articles/12294042-file-types-supported-by-field-agents-for-testing.md): Supported file types for testing agents

## Tasks

- [Tasks overview](https://help.fieldguide.io/en/articles/7207316-tasks-overview.md): Use tasks to assign action items for engagements
- [How do I add a Task in an Engagement?](https://help.fieldguide.io/en/articles/7207320-how-do-i-add-a-task-in-an-engagement.md)
- [How do I add a Task in an Engagement Document?](https://help.fieldguide.io/en/articles/7207317-how-do-i-add-a-task-in-an-engagement-document.md)
- [Task relationships](https://help.fieldguide.io/en/articles/10618479-task-relationships.md): Create task dependencies by setting blocking tasks

## Questionnaires

- [Getting Started: Questionnaires](https://help.fieldguide.io/en/articles/7207323-getting-started-questionnaires.md)
- [Introducing Engagement Questionnaires](https://help.fieldguide.io/en/articles/7887968-introducing-engagement-questionnaires.md)
- [Create a Questionnaire](https://help.fieldguide.io/en/articles/7880609-create-a-questionnaire.md)
- [Adding Engagement Questionnaires](https://help.fieldguide.io/en/articles/7880667-adding-engagement-questionnaires.md)
- [Working with Existing Engagement Questionnaires](https://help.fieldguide.io/en/articles/7880700-working-with-existing-engagement-questionnaires.md)

## Templates

- [Sheet templates](https://help.fieldguide.io/en/articles/8377049-sheet-templates.md): Create sheet templates and add sheet templates to engagements
- [Form templates](https://help.fieldguide.io/en/articles/9816470-form-templates.md)
- [Using engagement templates](https://help.fieldguide.io/en/articles/9900044-using-engagement-templates.md): Use engagement templates to quickly create engagements
- [Task templates](https://help.fieldguide.io/en/articles/9815289-task-templates.md): Create admin task lists to streamline your engagements across the board
- [Scoping sheets](https://help.fieldguide.io/en/articles/11643006-scoping-sheets.md): Automate engagement scoping with custom rules
- [Lock columns in a sheet](https://help.fieldguide.io/en/articles/14022297-lock-columns-in-a-sheet.md): Prevent users from editing columns that come from sheet templates

## Admin Settings

- [Edit your company details](https://help.fieldguide.io/en/articles/9663852-edit-your-company-details.md): Modify firm-wide settings and information
- [Set an inactivity timeout](https://help.fieldguide.io/en/articles/10327776-set-an-inactivity-timeout.md): Automatically log users out
- [Set a file name character limit for document exports](https://help.fieldguide.io/en/articles/10296211-set-a-file-name-character-limit-for-document-exports.md): Truncate file names of exported files
- [Configure departments](https://help.fieldguide.io/en/articles/11428341-configure-departments.md): Use departments to manage engagement visibility
- [Set up custom fields](https://help.fieldguide.io/en/articles/14646966-set-up-custom-fields.md): Configure custom fields for your firm's engagements
- [Firm permissions and roles](https://help.fieldguide.io/en/articles/7207330-firm-permissions-and-roles.md): Configure roles, permissions, and access for firm users
- [Client permissions overview](https://help.fieldguide.io/en/articles/9354240-client-permissions-overview.md)
- [Manage firm user access to an engagement](https://help.fieldguide.io/en/articles/8487342-manage-firm-user-access-to-an-engagement.md): Add firm users to an engagement
- [Manage client access to an engagement](https://help.fieldguide.io/en/articles/7207329-manage-client-access-to-an-engagement.md): Set client permissions on sheets, requests, documents, and more
- [Custom engagement permissions for firm users](https://help.fieldguide.io/en/articles/8573371-custom-engagement-permissions-for-firm-users.md): Custom engagement permissions options
- [Setting up peer reviewer access](https://help.fieldguide.io/en/articles/12160397-setting-up-peer-reviewer-access.md): Provide limited access to an external auditor
- [Firm IT admin role](https://help.fieldguide.io/en/articles/15035813-firm-it-admin-role.md): Grant user management access to designated IT admins without full system or firm admin privileges
- [Manage firm user accounts](https://help.fieldguide.io/en/articles/7207373-manage-firm-user-accounts.md): Create user accounts and edit users at your firm
- [Bulk import user accounts](https://help.fieldguide.io/en/articles/8892030-bulk-import-user-accounts.md): Bulk create users
- [Support user accounts](https://help.fieldguide.io/en/articles/7207374-support-user-accounts.md): Support user accounts can be used for testing and demonstration purposes.
- [Set up multi-factor authentication](https://help.fieldguide.io/en/articles/7207358-set-up-multi-factor-authentication.md): Set up MFA on user accounts
- [Reset a user's MFA](https://help.fieldguide.io/en/articles/7207352-reset-a-user-s-mfa.md): Change your MFA authentication method
- [Password expiration policy](https://help.fieldguide.io/en/articles/7207356-password-expiration-policy.md)
- [Configure SSO for your company](https://help.fieldguide.io/en/articles/9246350-configure-sso-for-your-company.md): Enable your company's users to sign in with SSO
- [SCIM provisioning](https://help.fieldguide.io/en/articles/13004158-scim-provisioning.md): Manage Fieldguide user accounts via your identity provider
- [User account status types](https://help.fieldguide.io/en/articles/15604223-user-account-status-types.md): Learn about each status in the Users menu \(Invited, Verified, Active, Inactive, Deleted\) when a user moves between them, and where to view this
- [Manage client companies](https://help.fieldguide.io/en/articles/7207206-manage-client-companies.md): View and create client companies
- [Client Users](https://help.fieldguide.io/en/articles/7207378-client-users.md)
- [Create a framework](https://help.fieldguide.io/en/articles/9900034-create-a-framework.md): Create a framework for your sheets and controls
- [Using control sets](https://help.fieldguide.io/en/articles/9900115-using-control-sets.md): Use control sets as a template of standard controls and mappings
- [How do I clone an existing Control Set?](https://help.fieldguide.io/en/articles/7207327-how-do-i-clone-an-existing-control-set.md)
- [SOC 2 example controls](https://help.fieldguide.io/en/articles/11056537-soc-2-example-controls.md): Add SOC 2 controls to a control set

## Controls

- [Control Owners and Tags](https://help.fieldguide.io/en/articles/7207372-control-owners-and-tags.md)
- [Set control keys](https://help.fieldguide.io/en/articles/7207379-set-control-keys.md): Set or change control numbers

## Financial Audit

- [Financial audit: Getting started](https://help.fieldguide.io/en/articles/10330326-financial-audit-getting-started.md)
- [Create a firm chart of accounts](https://help.fieldguide.io/en/articles/9641538-create-a-firm-chart-of-accounts.md): Create a financial audit framework
- [Set up a trial balance sheet](https://help.fieldguide.io/en/articles/9648336-set-up-a-trial-balance-sheet.md): Import data into a trial balance for a financial audit
- [Add adjustments to a trial balance](https://help.fieldguide.io/en/articles/9650024-add-adjustments-to-a-trial-balance.md): Manage adjustments in a financial audit
- [Update account mappings in a trial balance](https://help.fieldguide.io/en/articles/9648640-update-account-mappings-in-a-trial-balance.md): Change framework mappings for financial audit accounts
- [Add financial accounts to another sheet](https://help.fieldguide.io/en/articles/9654663-add-financial-accounts-to-another-sheet.md): Add the Accounts columns to a financial audit sheet
- [Replace a trial balance](https://help.fieldguide.io/en/articles/9893814-replace-a-trial-balance.md): Update a trial balance with a new version
- [Add a trial balance for another period](https://help.fieldguide.io/en/articles/10317417-add-a-trial-balance-for-another-period.md)
- [Export adjustments](https://help.fieldguide.io/en/articles/10328064-export-adjustments.md): Export adjustments from a trial balance to Excel
- [Display column aggregates on a trial balance](https://help.fieldguide.io/en/articles/10328076-display-column-aggregates-on-a-trial-balance.md): Calculate totals on your financial audit sheet
- [Export trial balance data to Excel](https://help.fieldguide.io/en/articles/11573787-export-trial-balance-data-to-excel.md): Use the financial audit Excel add-in to copy trial balance values
- [Financial statements overview](https://help.fieldguide.io/en/articles/10330878-financial-statements-overview.md): Create statements for financial audit engagements
- [Create a financial statement](https://help.fieldguide.io/en/articles/10355051-create-a-financial-statement.md): Add a statement to a financial audit engagement
- [Configure a financial statement](https://help.fieldguide.io/en/articles/10355059-configure-a-financial-statement.md): Set up a statement with sections and line items
- [Financial statement templates](https://help.fieldguide.io/en/articles/10355066-financial-statement-templates.md): Manage standard templates for financial statements
- [Add a financial statement to a report](https://help.fieldguide.io/en/articles/10355070-add-a-financial-statement-to-a-report.md): Add statements to financial audit reports
- [Excel add-in for financial audit](https://help.fieldguide.io/en/articles/11570420-excel-add-in-for-financial-audit.md): Work with financial audit data in Excel
- [Excel functions for financial audit](https://help.fieldguide.io/en/articles/11571224-excel-functions-for-financial-audit.md): Reference live financial audit data with the Excel add-in and formula builder
- [Excel tickmarks for financial audit](https://help.fieldguide.io/en/articles/11573100-excel-tickmarks-for-financial-audit.md): Use the Excel add-in insert tickmark annotations

## Framework-Specific Features

- [HITRUST scoping import feature](https://help.fieldguide.io/en/articles/9654109-hitrust-scoping-import-feature.md): Automatically scope a HITRUST engagement
- [Export a HITRUST engagement binder](https://help.fieldguide.io/en/articles/11327565-export-a-hitrust-engagement-binder.md): Download all documents from a HITRUST engagement

## Other Features

- [Fieldguide browser extension](https://help.fieldguide.io/en/articles/8645449-fieldguide-browser-extension.md)
- [Submitting feedback about Fieldguide](https://help.fieldguide.io/en/articles/8700331-submitting-feedback-about-fieldguide.md): Submit a feature request
- [Fieldguide Insights](https://help.fieldguide.io/en/articles/9047554-fieldguide-insights.md): End-to-end analytics to help drive engagement efficiency, reduce resource bottlenecks, and improve client relations
- [Contract Usage dashboard](https://help.fieldguide.io/en/articles/9130737-contract-usage-dashboard.md): View a dashboard of your engagements, contract, and forecasted usage
- [Time and budget insights](https://help.fieldguide.io/en/articles/10438924-time-and-budget-insights.md): Add billing hours and track engagement budgets
- [Team productivity insights](https://help.fieldguide.io/en/articles/10604437-team-productivity-insights.md)
- [Fieldguide API](https://help.fieldguide.io/en/articles/10495842-fieldguide-api.md): Use Fieldguide's API and webhooks for custom integrations
- [View insights in an engagement](https://help.fieldguide.io/en/articles/11436379-view-insights-in-an-engagement.md): Access key dashboards inside an engagement and share with clients
- [Vanta integration](https://help.fieldguide.io/en/articles/10602270-vanta-integration.md): Import data from Vanta
- [Options for enabling dark mode](https://help.fieldguide.io/en/articles/11833367-options-for-enabling-dark-mode.md): Use Fieldguide in dark mode
- [Set up Vanta for import](https://help.fieldguide.io/en/articles/13440121-set-up-vanta-for-import.md): Set up the Vanta integration
- [Import controls from Vanta](https://help.fieldguide.io/en/articles/13440126-import-controls-from-vanta.md): Use the Vanta integration to add controls
- [Import evidence files from Vanta](https://help.fieldguide.io/en/articles/13440128-import-evidence-files-from-vanta.md): Use the Vanta integration to upload documentation or evidence
- [Set up Vanta for request sync](https://help.fieldguide.io/en/articles/13860473-set-up-vanta-for-request-sync.md): Set up the Vanta integration
- [Sync requests with Vanta](https://help.fieldguide.io/en/articles/13440130-sync-requests-with-vanta.md): Bi-directional Vanta sync for requests and evidence

## Release Notes

- [Fieldguide changelog](https://help.fieldguide.io/en/articles/10328303-fieldguide-changelog.md): Stay up-to-date on Fieldguide's latest Fieldguide releases!
- [Fieldguide Product Update - December 2024](https://help.fieldguide.io/en/articles/10317267-fieldguide-product-update-december-2024.md)
- [Fieldguide Product Update - November 2024](https://help.fieldguide.io/en/articles/10206828-fieldguide-product-update-november-2024.md)
- [Fieldguide Product Update - October 2024](https://help.fieldguide.io/en/articles/10053694-fieldguide-product-update-october-2024.md)
- [Fieldguide Product Update - September 2024](https://help.fieldguide.io/en/articles/9944578-fieldguide-product-update-september-2024.md)
- [Fieldguide Product Update - August 2024](https://help.fieldguide.io/en/articles/9828815-fieldguide-product-update-august-2024.md)
- [Fieldguide Product Update - July 2024](https://help.fieldguide.io/en/articles/9712781-fieldguide-product-update-july-2024.md)
- [Fieldguide Product Update - June 2024](https://help.fieldguide.io/en/articles/9573881-fieldguide-product-update-june-2024.md)
- [Fieldguide Product Update - May 2024](https://help.fieldguide.io/en/articles/9440312-fieldguide-product-update-may-2024.md)
- [What's New in Fieldguide - February 6th, 2023](https://help.fieldguide.io/en/articles/7207380-what-s-new-in-fieldguide-february-6th-2023.md)
- [What's New in Fieldguide - January 23rd, 2023](https://help.fieldguide.io/en/articles/7207381-what-s-new-in-fieldguide-january-23rd-2023.md)
- [What's New in Fieldguide - January 10th, 2023](https://help.fieldguide.io/en/articles/7207383-what-s-new-in-fieldguide-january-10th-2023.md)
- [What's New in Fieldguide - December 12th, 2022](https://help.fieldguide.io/en/articles/7207384-what-s-new-in-fieldguide-december-12th-2022.md)
- [What's New in Fieldguide - November 29th, 2022](https://help.fieldguide.io/en/articles/7207385-what-s-new-in-fieldguide-november-29th-2022.md)
- [What's New in Fieldguide - November 14th, 2022](https://help.fieldguide.io/en/articles/7207386-what-s-new-in-fieldguide-november-14th-2022.md)
- [What's New in Fieldguide - October 31st, 2022](https://help.fieldguide.io/en/articles/7207387-what-s-new-in-fieldguide-october-31st-2022.md)
- [What's New in Fieldguide - October 3rd, 2022](https://help.fieldguide.io/en/articles/7207388-what-s-new-in-fieldguide-october-3rd-2022.md)
- [What's New in Fieldguide - September 19th, 2022](https://help.fieldguide.io/en/articles/7207389-what-s-new-in-fieldguide-september-19th-2022.md)
- [What's New in Fieldguide - August 22nd, 2022](https://help.fieldguide.io/en/articles/7207391-what-s-new-in-fieldguide-august-22nd-2022.md)
- [What's New in Fieldguide - July 5th, 2022](https://help.fieldguide.io/en/articles/7207392-what-s-new-in-fieldguide-july-5th-2022.md)
- [RECAP: February 2023 Feature Release Webinar](https://help.fieldguide.io/en/articles/7207181-recap-february-2023-feature-release-webinar.md)
- [RECAP: January 2023 Feature Release Webinar](https://help.fieldguide.io/en/articles/7207182-recap-january-2023-feature-release-webinar.md)

## Reference

- [How do I reset my password?](https://help.fieldguide.io/en/articles/7035901-how-do-i-reset-my-password.md)
- [Password requirements](https://help.fieldguide.io/en/articles/7860486-password-requirements.md): These are the requirements for creating a strong password on your account
- [SSO login](https://help.fieldguide.io/en/articles/8890736-sso-login.md): Using single sign-on in Fieldguide
- [Accessing your account for another company](https://help.fieldguide.io/en/articles/7207351-accessing-your-account-for-another-company.md): Log into your account for another firm or client company
- [Configure your MFA method](https://help.fieldguide.io/en/articles/8475091-configure-your-mfa-method.md): Complete the MFA setup on your account
- [Email Notifications](https://help.fieldguide.io/en/articles/7207343-email-notifications.md)
- [File upload size limit](https://help.fieldguide.io/en/articles/7791611-file-upload-size-limit.md): File size limits in Fieldguide
- [File types supported for viewing](https://help.fieldguide.io/en/articles/8475503-file-types-supported-for-viewing.md): File formats supported for viewing inside Fieldguide
- [Change a file extension](https://help.fieldguide.io/en/articles/7947563-change-a-file-extension.md): Convert a file to a different file type
- [File types supported for upload](https://help.fieldguide.io/en/articles/7828671-file-types-supported-for-upload.md): File formats supported for uploading to Fieldguide
- [Perform a hard refresh](https://help.fieldguide.io/en/articles/7829413-perform-a-hard-refresh.md): Performing a hard refresh in your browser can resolve many common issues.
- [Working offline](https://help.fieldguide.io/en/articles/8747580-working-offline.md): Use Fieldguide without an internet connection
- [Fieldguide domain allow list](https://help.fieldguide.io/en/articles/7920578-fieldguide-domain-allow-list.md): Fieldguide domains and subdomains for your network whitelist
- [Error when extracting ZIP file on Windows](https://help.fieldguide.io/en/articles/10290884-error-when-extracting-zip-file-on-windows.md): Troubleshooting guide on ZIP folder error
- [Training: New Firm Users](https://help.fieldguide.io/en/articles/7207205-training-new-firm-users.md)
- [IdP-initiated login for SSO](https://help.fieldguide.io/en/articles/11036631-idp-initiated-login-for-sso.md): Configure SSO identity provider-initiated login
- [Recover deleted data](https://help.fieldguide.io/en/articles/14022609-recover-deleted-data.md): Restore data that was deleted accidentally or unintentionally
- [Manage SSO login enforcement for users](https://help.fieldguide.io/en/articles/14478154-manage-sso-login-enforcement-for-users.md): Require SSO, or allow a user to bypass SSO