April 4. On-boarding becomes autonomous

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.

Learn More: Manage your Account