- Welcome Call: Schedule with your Implementation Consultant
- Create an account
- Add needed FV Templates to your System
- Intro to Filevine/Basic Training (This can be completed after Account Setup)
- Add Users to your Org
- Set up Permissions for Users
- Installing/Updating Chrome
- Bookmark Filevine page
- Setup your Profile
- Notification Settings
- Sync your Calendar
- Enable Email Auto-CC
- Communicating with Support
- Add your cases/projects to Filevine
Once you have completed these tasks, you are ready to use Filevine. Everything after this will just enhance your experience.
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