Logo
  • Training Schedule
  • Sign in
  • The Team
  • Our Services
  • Our Projects
  • Start a Project
  • Join In
  • Blog
  • Submit a request
  1. Filevine Help Center
  2. Advanced Features

Advanced Features

The tools to help you take your system to the next level.

Customs Fields

  • The Customs Editor
  • Widget Types
  • Flex Sections
  • Static and Collections Sections
  • What Field Type Should I Use?
  • Text Fields
See all 15 articles

Document Generation

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

Permissions

  • Permissions Overview
  • Add a User
  • Remove a User
  • Change a User
  • Team Status
  • Use Filevine as a Guest
See all 11 articles

Deadlines and Taskflows

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

More Advanced Tools

  • Manage Org Phone Numbers
  • Auto-Hashtags
  • Clear Feed
  • Mass Update
  • Merge Contacts
  • Task Utilities
See all 7 articles

Docs+

  • PDF Editor Overview
  • Docs+ PDF Editor Updates
  • PDF In-Line Edits
  • PDF Advanced Options
  • Docs+ Combiner
  • OCR and Indexing

Billing

  • Set Up Billing
  • Set Up Rate Schedules
  • Set Up Invoices
  • Project-Level Billing
  • Org-Level Billing
  • Handle Invoices
See all 9 articles

© Filevine. All rights reserved.