FieldDoc supports all users in getting their nature-based data into the system. FieldDoc released a new platform in November 2024. It's inspired by the FieldDoc platform that's been in use for more than half a decade, but has greatly expanded features and functionality so that our users can adopt FieldDoc for all of their nature-based data management needs. Along with the new system, we are growing a Help Center stocked with resources to get you started and keep you cultivating your work here.

Getting started

If you are just getting started in FieldDoc, use the GETTING STARTED tutorials. These tutorials walk users through a basic use of FieldDoc - Sharing some of your Activities and connecting data to a Funder. Here are the steps you will take:

• Create and set up your account >>

  First things first, you need to create a FieldDoc account configured with your organization and work email.

• Add data to your portfolio >>

  Second, it's time to enter your nature-based data into FieldDoc. We give you a folder system to organize your activities. Once the Activity shells are created you can add geospatial data, connect to activity types and models, and assign planned values for target metric goals.

• Share your data to a Funder >>

  FieldDoc makes it easy to share portions of your Portfolio to third parties, such as for applications to funding opportunities. Because all of your data is owned by you and protected by privacy settings, you must go through a few steps to share your work to Funders via Pacts. Once shared, you will be able to add additional metric data to meet reporting requirements.

Expanding your knowledge

Once you've learned the basics of FieldDoc, we have a growing library of resources to help you expand your use of the system and level up your FieldDoc skills. We've included explanatory texts, step-by-step walk throughs, and some videos to help familiarize you with FieldDoc. Explore the following sections:

• PORTFOLIO MANAGEMENT

  Gives you more options and details about how to add, manage, share, and analyze the data to your portfolio

• SUBMIT AND MANAGE PACTS

  Get into the finest detail about what Pacts are, how they connect Standard User data to Third Parties for aggregate data tracking, and provide lots of tips and tricks about how to scale the use of your data.

• ESSENTIALS

  Your ever-expanding library of articles spanning from basic to in-depth articles about FieldDoc features, functions, and How-Tos.

• PROGRAM GUIDANCE

  Offers Program-Specific Guidance. No two Programs use FieldDoc for exactly the same purpose. We recommend checking out the articles in this section if you are submitting parts of your portfolio through Pacts. Program Managers work closely with the FieldDoc team to make sure you have clear guidance on how to create and share data that meets the program requirements.

• ACCOUNT & SETTINGS

  help get you squared away with the right level of permissions and roles for your colleagues, partners, technical service providers, investors, and more!

• TECHNICAL SUPPORT

  The team behind FieldDoc is available to answer questions you have in