In Filevine’s April release notes, you’ll find new in-line text edits and fillable fields for the PDF Editor, a new way to update project contacts, and more.
Docs+ users can now edit the text of PDF documents, add fillable fields, and more. The PDF Editor has four new types of functionality:
- In-line text edits: Move, remove, modify, or replace text from any text-generated document with the new Edit tool.
- Enhanced Redaction: Make multiple redactions at once by searching for recurring words or patterns (eg. CC numbers, SSNs, Phone numbers, and more) with the Search and Redact tool.
- Fillable PDFs: Create fillable PDFs that can be shared with and filled by others with the Forms tool.
- Measurements: Calculate area dimensions, measure distances between lines, or trace a perimeter in drawings, photos, or other documents according to scale with the new Measurements tool.
Mass Update Change Project Contact
Users can now update project contacts en masse for all project types through the Mass Update Advanced tool.
Save time and reduce errors by updating the project contact for hundreds of projects at one time rather than manually updating each project with either a new or existing contact.
Lead Docket Referral Emails
The initial email for referral firms has moved from Manage > Settings > Referrals, and is now found in your message templates, standardizing outbound communication.