In Filevine’s November releases, you’ll find more flexible ways to adjust the project contact, new ways to share documents, and more.
- Filevine Extension in Outlook Mobile App
- Change Project Contact
- Folder Sharing and Two-Way Sharing
- Vinesign Bulk Send
Filevine Extension in Outlook Mobile App
The Filevine Outlook extension is now available on the Outlook mobile app for both iOS and Android. Users can enter billing time, add attachments to Filevine projects, assign tasks, and take notes--all from their mobile device.
The Filevine email extension has the same functionality within the mobile app as it does on desktop or web, with one small exception: Filevine task shortcuts like @ and @+ function as usual, but the suggested completion dialogue will not appear.
Change Project Contact
Project Admins can now change the project contact to an entirely different or new contact, rather than just editing the existing contact.
Project Admins can also edit the root folder name and contact information for a project directly from the project. Once the Project Contact has been changed, the contact label will be removed from the previous Project Contact and assigned to the new Project Contact.
Folder Sharing & Two-Way Sharing
Users can create share links for entire folders, including their files and subfolders. Folder share links now also include a folder navigation view, document list, and in-browser document preview. Learn more about folder sharing.
For Docs+ customers, Two-Way Folder Sharing allows share link recipients to upload files to shared folders. The uploaded files will automatically be available in the folder in the Filevine project. Learn more about two-way sharing.
Vinesign Bulk Send
Vinesign Bulk Send allows users to send a job to up to 1,000 different recipients by uploading their contact information in a CSV file. Collect signatures from groups by sending your document to a list of signers. Track signature progress for every individual on your list in Vinesign’s reports section, from sent to signed.