In Filevine’s July release notes, you’ll find updated default digest email settings, a new date of death field for contacts, and more.
Exported PDFs Now Editable by Default
To more easily share fillable forms from Filevine, exported PDFs are now editable by default. To export a flattened PDF, select “Print” and save to your computer. Learn more about exporting PDFs in Filevine.
Date of Death
When creating and editing contacts, users can now mark a contact as deceased and enter their date of death.
- Contacts in Filevine now have a “Deceased” toggle that allows users to add a date of death.
- If a contact has a stored date of death, they will have a “Deceased” indicator wherever they appear in the platform.
Disabling Default Digest Email
Daily digest emails are now disabled by default for new users. Users can enable daily digest emails in their notifications settings. Learn more about managing these settings.