In Filevine’s September release notes, you’ll find new ways to receive project notifications and updates to Vinesign and Outlaw.
- Project Subscription Toggle
- Vinesign Notifications & Reminders
- Outlaw Custom Workflows & Checkpoints
Project Subscription Toggle
Users can now subscribe to notifications from a project straight to their feed. When looking at a project’s team, use the new “Subscribe” toggle in Role View to receive notifications for the project’s activity.
Vinesign Notifications & Reminders
Vinesign users can now streamline communications around signature collection with customized notifications and reminders.
- Update important people at your organization with the option to share notifications and completed documents by cc'ing others on a document’s progress.
- Be notified via email whenever your document is sent, viewed, opened, signed, and completed. Admins can also configure status change notifications to be sent to Filevine.
- Remind your signers on a custom schedule to ensure no document slips through the cracks.
Learn more about sending documents in Vinesign.
Billing Rate Permissions
Filevine can now hide rate information for selected users to better manage visibility of sensitive information.
By default, rate-viewing permissions are turned off for all users. Without rate-viewing permissions, users will not see rates across the Org when adding a time entry, in the project billing section, in Timesheet, or in newly-created reports. Users without rate-viewing permissions cannot access the invoice modal. Learn more about this view.
Admins are encouraged to review which users have access to rate-viewing permissions and set up rate-viewing permissions for their Org. Learn how to set up rate permissions.
Bulk Invoice Actions & Invoice Creation
Accelerate the process of creating and taking action on multiple invoices at once with updates to the Billing Advanced tool.
With bulk invoicing, you can create invoices for multiple projects at the same time. Choose all unbilled items for a project, or all unbilled items within a chosen date range, and queue one invoice each for multiple projects. You will then receive a notification when all invoices have been created. Bulk invoicing is available in the Unbilled tab of the Billing Advanced tool.
Users can perform the following bulk actions for billing items:
- generate a PDF
- mark invoice as sent
- delete or void
Bulk billing actions are available in the Invoices tab of the Billing Advanced tool.
Outlaw Custom Workflows & Checkpoints
Improve your document assembly processes and workflows with added oversight and customizability for every document type you generate with your Outlaw and Filevine connection.
Custom Workflows give your team control over the workflows you use to assemble and execute documents and contracts. Define the phases and functionality for each of the step-by-step processes for different types of contracts and documents.
Checkpoints and Checkpoint Groups allow you and your team to automatically loop in certain parties for approvals on contracts and documents at exactly the right stage in your workflow. Whether you need approvals on the language used or want a certain party to review after negotiation changes are made, setting a Checkpoint ensures your documents and contracts move forward with the proper oversight needed to mitigate risks.
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