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+
- AIFields
- Documents
- Intra-Doc & Enhanced Search
- Native Email Previewer and Sender
- Two-Way Folder Sharing
- Expanded Uploads
Doc Assembly
Billing
- Project Funds
- Create LEDES 1998B Bills
- Pre-Bill Workflow
- Manage the Table
- View Billing Rates
- Set Up Rate Permissions
More Advanced Tools
- Account Manager Tool
- Project Template Import
- API Credentials
- Manage Org Phone Numbers
- Tag Manager
- Contacts Setup