This article details which Filevine documents features are available to all Filevine users, and which features are included with Filevine’s Docs+. To learn more about each feature, click on the link, or view the Docs+ Help Center section.
Standard Document Capabilities
The following features are available to all Filevine customers, both those with Docs+ and those without. The table is ordered by where you will find the capability in Filevine.
| 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 |
| Within the Document Section of Each Project | |
| Folder Navigation View (folder tree) | change the display of the Docs section to list folders vertically in the left panel, instead of horizontally at the top of the Docs section |
| Folders and Subfolders | customize document organization either at a project template level or independently by project |
| Folder Sharing (view only) | allow external recipients to view and download files within a selected folder |
| 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 |
| Single File Upload up to 5 GB | per document maximum |
| 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 |
| Preview Files | 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. |
| 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) |
Docs+ Capabilities
The following features are available to Docs+ customers. The table is ordered by where you will find the capability in Filevine.
| Built-in Features | |
|---|---|
| OCR and Indexing | Optical Character Recognition (OCR) visually recognizes the characters in several file types, making the text in those files searchable |
| Within the Document Section of Each Project | |
| 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 |
| 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 |
| Single File Upload up to 50 GB | increased per document maximum (from 5 GB) |
| 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 |
| From the Filevine Main Menu | |
| Documents Page | 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 |
| Access to Other Products | |
| Ability to Purchase and Use ProjectsAI | unlock the full suite of AI tools to enhance your Filevine and legal work |
| 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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