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  1. Filevine Help Center
  2. Advanced Features

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?
See all 17 articles

Document Generation

  • Filevine Fusion
  • Word Templates
  • Excel Templates
  • Merge Field Formatting
  • Collection Exports
  • Doc Generation
See all 8 articles

Permissions

  • Advanced Access Tab
  • Roles Setup
  • Permissions Overview
  • Add a User
  • Remove a User
  • Change a User
See all 13 articles

Deadlines and Taskflows

  • Deadline Chains
  • Set Up Deadline Chains
  • Judicial Calendar
  • Reminder Schedules
  • Taskflow

Docs+

  • Intra-Doc & Enhanced Search
  • Native Email Previewer and Sender
  • Two-Way Folder Sharing
  • Expanded Uploads
  • Doc Zipping
  • Document Lock
See all 12 articles

Doc Assembly

  • Set Up Doc Assembly
  • Doc Assembly

Billing

  • Manage the Table
  • View Billing Rates
  • Set Up Rate Permissions
  • Billing Items
  • Billing Timesheet
  • Set Up Billing
See all 17 articles

More Advanced Tools

  • Manage Org Phone Numbers
  • Tag Manager
  • Contacts Setup
  • Clear Feed
  • Mass Update
  • Merge Contacts
See all 8 articles

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