In this month’s release notes, you’ll find Filevine’s new powerful tool, Doc Assembly, improvements to file uploads, and the ability to merge and delete tags in the Tags Manager Advanced tool. 

• Doc Assembly
• Improved File Uploads
• Tag Merge and Delete
• Changes for Project Team Roles

Doc Assembly

Doc Assembly is Filevine’s new native solution for legal document creation. Doc Assembly features best-in-class automations and data connections, as well as a revolutionary new file type built specifically for legal. 

Filevine's patented new file format, .vine, creates living documents that seamlessly connect with your source of record, empowering your team to manage document creation at scale.

Draft and assemble legal documents in a seamless and contextual workflow that uses and syncs project data, directly in Filevine. Pull existing data together from across a Filevine projects — no matter if it is a static section, collection section, or contact — and utilize it to create your document assembly. Create documents from the point in your workflow that makes the most sense for you, whether that’s specific sections or one centralized location.

Learn more about Doc Assembly.

Improved File Uploads

Improvements to Filevine’s upload utility provide faster uploads for all customers, including parallel uploads of documents >100MB each.

Docs+ customers can now upload files up to 25GB, better supporting large files like medical records, large documents, and video files.

Tag Merge and Delete

Tag Management opens the door to governance over the tags in your system like never before with the opportunity to merge and delete tags.

Users with access to the Tag Manager Advanced tool can control the tags in their Org. In this Advanced tool, select two or more tags and then select the merge or delete icons in the flyout. Merged tags will appear as one tag, and deleted tags will be removed from the Tag Manager.

Changes to Project Team Roles

The primary role will now appear in the list of roles in the Roles Setup Advanced tool, and can be treated as a role. In this tool, you can drag the primary role to shift its place in the role display order in projects. Unlike other roles, you cannot currently change the name of the primary role. 

Note: You will not see Primary listed as a role in the Card View of a project’s Team section, as the Card View is a legacy team management experience and is no longer prioritized for development.