This article details Filevine documents features, which are available to all Filevine users. To learn more about each feature, click on the link.
| Built-in Features | |
| Antivirus | be alerted when a file scans as infected |
| Unlimited Org-wide Storage | store as many files within each project within the Org as needed |
| OCR and Indexing | Optical Character Recognition (OCR) visually recognizes the characters in several file types, making the text in those files searchable |
| From the Filevine Main Menu | |
| Documents Hub | a central location to search and filter documents across all projects that you have access to within the Org |
| Search Deeper | search through the body/content of the files in the Org that you have access to, and that have been OCRed |
| Within the Document Section of Each Project | |
| Folders and Subfolders | customize document organization either at a project template level or independently by project |
| Version History and Tracking | view previous document versions; versions can be renamed and descriptive notes can be added to each version |
| Drag and Drop to Move/Copy | using the folder navigation view, select one or multiple files and drag into a new location |
| Edit with Doc Utility | open virtually any file type (.pdf, .jpg, .eml, etc) from Filevine in the native editing software on your device. Make changes, then save to sync the edits back to Filevine in real time |
| Bates Stamping | apply continuing page numbers with footers across one or multiple files, producing a single PDF |
| Expanded Uploads | upload many files at once, and/or complete folder structures, directly into Filevine, with a per document maximum of up to 50 GB |
| Docs Combiner | combine multiple files into a single PDF |
| Document Lock | document automatically locks while in the editing mode, making other users are unable to edit the document Note: Documents can be unlocked by a project admin. Locks are automatically removed after 24 hours. |
| Download Zip Files | download files in bulk as a zipped file |
| Intra-Doc & Enhanced Search | powered by OCR; use the Search tool to pinpoint certain words, phrases, or values within the body of the documents |
| Native Email Previewer and Sender |
view and search saved email files from within Filevine; send documents as email attachments Note: Outlook users can reply, reply all, or forward selected emails directly from Filevine. |
| Progress Window | view a collapsible window at the bottom left of the screen, which shows the status for any files or folders uploaded to the project |
| View Files in Thumbnail Layout | change the default view from a list view to a thumbnail view for a quick preview for most file types |
| Two-Way Folder Sharing | allow recipients to view and download files from a selected folder, and to upload their own files to the same shared folder |
| Within the Document Menu of Each Document | |
| Converting to PDF/Create PDF Copy | convert a .docx to a .pdf file |
| Document Tags | create custom associative words or phrases that assist in the search and filtering of document |
| Download (individual or multiple files) | download individual or multiple files to your local device as needed |
| Edit-in-Place | open Microsoft files (.docx, .xlxs, .pptx) via Filevine to make edits and save the changes back to Filevine in real time |
| Move/Copy | move the original file, or copy the file to a different folder or to a different project |
| Note This | create a new activity item with the selected file attached |
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see a full preview of the item in a new tab or a panel window without opening it for editing |
| Remove |
remove the file completely from Filevine, including any fields, notes, comments, or anywhere else it is attached Note: Document removal requires project admin permission. |
| Rename | edit the file's name |
| Share Links | create a shareable link with or without a password that allows the recipient to view files, no matter the size of the file(s) or program needed to open them |
| Vinesign |
send the document directly to Vinesign for signature Note: This ability requires purchase of the Vinesign tool. |
| Within Filevine’s PDF Editor | |
| PDF Editor | edit PDFs using Filevine's built in PDF Editor, which allows for editing PDFs without opening an outside application |
| Annotations | highlight, underline, strikethrough, comment, add text, add shapes, and write |
| Bookmarks | view, organize, and create bookmarks |
| Comments | see and search a log of all edits and comments, including edits made in prior versions |
| Fillable Forms | add fillable forms to an otherwise non-fillable PDF |
| In-line Editing | edit the text within a paragraph/section of a PDF |
| Insert/Extract Pages | insert pages from one file into another. Extract one or more pages from an existing file into a new file |
| Insert Objects | insert signatures (draw, type, or upload), stamps, files, and callout annotations |
| Manipulate | delete, extract, reorder, and rotate pages |
| Measurements | calculate area dimensions, measure distances between lines, or trace a perimeter in drawings, photos, or other documents |
| Optimize | compress an image to reduce the file size |
| Save As | save a secondary file that does not affect the versioning of the first |
| Search | search certain words, phrases, or values within the body of the PDF |
| Search and Redact | redact selected components of a PDF |
| Advanced Access | |
| Document Generation (DocGen) | in a custom project section, fill data into pre-set document templates with the click of a button |
| Mass DocGen | simultaneously generate the same document across multiple projects. |
| Report Fusion | create exports of data from multiple reports in one output document |
| Routing Attachments from Fields to Folders Automatically | ensure accurate document storage when a file is attached to a custom field |
| Access to Other Products | |
| Ability to Use Filevine's Settlement Calculator | calculate and customize settlement amounts based on various inputs. such as medical expenses, liens, and attorney fees; this tool utilizes FVDA (Filevine Document Assembly) |
| Ability to Use the Free Outlook Add-in | associate sent or received emails and attachments with the correct location within Filevine, without leaving Outlook |
| Ability to Purchase and Use FVDA | draft documents, seamlessly accessing information that already exists in Filevine, leveraging both Filevine and Outlaw (FVDA) |
| Ability to Purchase and Use DemandsAI | automatically draft demand letters (or other documents for which information exists in Filevine) via an AI assistant, leveraging both Filevine and Outlaw (FVDA) |
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