As Filevine’s product and client base expand, Filevine University (FVU) offers another layer of support and training. With FVU, users can more efficiently and comprehensively train new team members on the platform, receive product updates, and learn advanced functionalities.
Learners benefit from a variety of self-guided and interactive learning methods in each course, such as tutorials and quizzes, as well as discussion boards and downloadable support resources to supplement learning and leverage engagement. Users have the opportunity to move at their own pace through bite-sized modules and test out their new skills in their own environment.
How to Log In to FVU
FVU is available in the Resource Center in Filevine. To join Filevine University, sign in to your Filevine account. Then, click the question mark icon at the top right and select Filevine University in the dropdown. Click the Filevine University button to be automatically logged in.
The Dashboard is your landing page in Filevine University. The dashboard contains an overview of your ongoing and completed courses.
Each new learner is automatically assigned levels one and two, which make up our Professional level. These two courses are a great starting point to help you gain a solid foundation of Filevine. You can also search through our catalog to find additional courses or continue to more advanced learning paths and eventually, become a Filevine Admin.
FVU’s curriculum includes different course levels that can be earned by advancing through the courses. Users can access course content at their convenience, easily track progress, and enroll in multiple lessons simultaneously.
Courses range in complexity from front-end user training to more advanced maintenance and optimization of Filevine, and vary in length, with most learners completing a given course within three hours.
The FVU curriculum is accessible to all Filevine customers and partners, improving access to best practices, underutilized resources, and insider secrets. Content ranges from foundation-setting insights for those with no previous knowledge of Filevine’s product capabilities to “Filevine Masterclasses” for more seasoned Filevine administrators looking to become experts.
In the Professional Certification, Filevine’s basic training offering, users learn how to navigate Filevine’s various tools and become more efficient in their daily tasks.
Users first are introduced to Filevine projects, calendars, documents, and activity feeds. They then learn more advanced tools, including how to analyze their data with reports, deepen their use of project tools, and expand their organization’s external communications. As users progress through the lessons, they’ll learn how to improve the daily workflows of their organization with deadlines, task flows, and customization and how to manage their organization’s data, permissions, and resources.
Recommended Courses by Role
It is highly recommended that every organization using Filevine has at least one user who is Filevine Admin Certified. Though FVU is meant to be a one-stop shop for all things Filevine, certain courses are more applicable to certain users, depending on their role. Below is an example of which levels are most pertinent to each user role:
- Professional Package: All users should complete the entirety of our Professional courses. The Professional learning path includes levels one and two and will lay the proper foundation for a user to navigate Filevine easily and confidently.
- Expert Package: The Expert learning path continues to levels three and four. In these levels, we begin to introduce more complex tools and features like the Customs Editor, Taskflows, Deadline Chains, and Organization management. This path should be taken by those who will be in a project Admin role within Filevine.
- Master Package: The Master package continues to build up your education on some of Filevine’s more advanced functionality. Now that you have become a Filevine Expert we expand on that knowledge and take it to the next level with Report Fusions, Mass Updates, FVDA, and more.
- Filevine Admin Certification: Filevine Admin Certification teaches not only how to set up Filevine, but also how to maintain, optimize, and expand to ensure that you are receiving the most from the platform. Filevine Admins are kept in the loop on the latest feature enhancements across the full Filevine Suite of products, and receive a certificate and badge of recognition.