2025
A rundown of our latest releases, improvements and fixes
Geometry editor file import and consolidated metric tables
Import single geometries from a file
You can now import individual geometries from a file using the map editor toolbar. Supported formats include CSV, ESRI Shapefile, GeoJSON, and KML.
When editing a single activity, FieldDoc adds the imported geometry directly to the record.
When working with activity collections:
If you select an activity, FieldDoc adds the geometry to it.
If you don't select an activity, FieldDoc creates a new activity record.
Support for importing multiple features at once is coming soon.
🌱 Learn more about Geometry here.
Track planned and implemented metric values from a single view
We streamlined batch editing for metric values by consolidating all data into one table, found on the Metrics tab. You can view metric targets in the planned_value column alongside reported values in the implemented_value column. This change eliminates the need to switch between tables and copy-paste starter rows. The obsolete Implementation tab will be removed in a future release.
Activity un-linking and expanded activity type list
Unlink activities from pacts and projects
We added a new "unlink" action for removing activities from pacts and projects. You can use the unlink feature to safely adjust activity collections without accidentally deleting records.
Select new social activity types from the universal list
To capture the broader umbrella of funded activities, we added several social categories to the list of available activity types. You can review all types under the Resources section on your sidebar. New options include:
Economic benefits
Monitoring
Outreach/education/technical assistance
Project management
Public access
Research
Tool development for decision-making
Volunteer participation
Navigation via breadcrumbs
Navigating Within a Pact or Project
We’ve updated the breadcrumb behavior so that navigation now stays consistent with your current context. In other words, if you’re working within a Pact, you can now move back and forth between Pact Activities and the Pact overview without being shifted into the Project or portfolio views.
Organization Setup
When setting up a new account, users with unrecognized email domains will be prompted to create a new organization in FieldDoc. To prevent duplicate organizations from being created, we’ve added backend checks that help consolidate records and streamline collaboration.
This change makes it easier for users to find and join existing organizations, improving the experience for everyone.
If you're blocked from creating an organization, or explore creating multiple workspaces within one organization, please contact us at support@fielddoc.org and we’ll help you sort it out.
Autonomous on-boarding
On-boarding
We’ve completely reimagined onboarding in FieldDoc to make it faster, clearer, and way more helpful. While the core steps may look familiar, the entire flow has been streamlined behind the scenes to reduce friction and help you get up and running without missing a beat.
Now, when you create a new account, you’ll see a simplified onboarding experience that gets right to the point. We’ve removed the need to rely on existing users to approve additional staff within an organization, added smarter prompts, and introduced helpful guidance at each stage—so you always know what to do next.
Plus, we’ve improved how roles and permissions are assigned when you join or create an organization. You’ll get clearer feedback about what you can do and where to go next. And if you’re inviting others to join your team, we’ve made that process smoother too—no more guesswork.
All in all, this is a major step forward in making FieldDoc easier to adopt and more intuitive to use from day one. If you’re spinning up a new application to a funding opportunity or building a portfolio of nature-based work for your organization, you’ll notice the difference right away.
As always, if you hit any snags or have ideas to make onboarding even better, drop us a line or share your feedback directly in the app.