Advanced Features
The tools to help you take your system to the next level.
Custom Fields
- Calculated Fields
- Customs Editor
- Widget Types
- Flex Sections
- Static and Collections Sections
- What Field Type Should I Use?
Document Generation
- Filevine Fusion
- Word Templates
- Excel Templates
- Merge Field Formatting
- Collection Exports
- Doc Generation
Permissions
See all 13 articlesDeadlines and Taskflows
Docs+
- Intra-Doc & Enhanced Search
- Native Email Previewer and Sender
- Two-Way Folder Sharing
- Expanded Uploads
- Doc Zipping
- Document Lock
Doc Assembly
Billing
- Manage the Table
- View Billing Rates
- Set Up Rate Permissions
- Billing Items
- Billing Timesheet
- Set Up Billing