Seamless Integration
Seamless Integration
Improve the client experience by eliminating manual data uploads and verification.
Quickly get the most accurate data from client systems, including HR, accounting, ticketing, and cloud technologies.
Single Sign-On
Single Sign-On
Improve team productivity by providing secure and automatic access to engagements in Fieldguide.
Leverage popular SSO technologies, including LDAP, Okta, Azure Active Directory, SAML, and many more.
Microsoft Office
Microsoft Office
Generate complex reports in just one click by using Microsoft Word and configurable Word templates.
Improve team efficiency through viewing and editing Word, Excel, and Visio documents directly in Fieldguide.
File Sharing
File Sharing
Reduce errors by ensuring everyone is uploading the latest files.
Streamline engagements by easily uploading files directly from Office 365, Dropbox, Box, and Google Drive.
Engagement Export
Engagement Export
Easily export all relevant engagement data and documents to fulfill client or partner needs.
Streamline complex engagements by exporting data in the proper format for different frameworks.
Additional Integrations
Additional Integrations
Support any engagement use case with secure and extensible APIs.
Fieldguide's open APIs allow for integration to any modern technology.
