Advanced Features

Customs Fields

• The Customs Editor
• Widget Types
• Flex Sections
• Static and Collections Sections
• What Field Type Should I Use?
• Text Fields

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Document Generation

• Filevine Fusion
• Word Templates
• Excel Templates
• MergeField Formatting
• Collection Exports
• Doc Generation

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Permissions

• Permissions Overview
• Add a User
• Remove a User
• Change a User
• Team Status
• Use Filevine as a Guest

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Deadlines and Taskflows

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

More Advanced Tools

• Auto-Hashtags
• Clear Feed
• Mass Update
• Merge Contacts
• Task Utilities
• Undelete

Docs+

• Docs+ PDF
• OCR and Indexing

Billing

• Set Up Billing
• Set Up Rate Schedules
• Set Up Invoices
• Project-Level Billing
• Org-Level Billing
• Handle Invoices

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