Advanced Features

The Customs Editor

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

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Document Generation

• Excel Templates for Reports & Filevine Fusion
• Word Templates for Reports & Filevine Fusion
• Filevine Fusion
• MergeField Formatting
• Filevine Fusion Error Codes
• Collection Exports

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Taskflow

• Taskflow - Phase Auto-tasks
• Taskflow - Action Button Auto-tasks
• Dynamic Taskflow - {{codes}} in Auto-tasks
• Taskflow - Email Links

Deadline Chains

• Deadline Chains
• Judicial Calendar
• Reminder Schedules and Deadline Types

Team Management/Permissions

• When You Get a New Employee
• When an Employee Leaves
• Org Admin
• Project Admin
• Primary
• Followers

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Data Management Tools

• Mass Update
• Auto-Hashtags
• Merge Duplicate Contacts
• Clear Feed
• The Undelete Tool