Advanced Features
The tools to help you take your system to the next level.
The Customs Editor
- Flex Sections
- Send Email Button
- The Customs Editor (Step-by-Step Guide)
- Field Type - Project Links (aka Nested Projects)
- Docs Tab - Project Folder Templates
- Tabs types - Collections vs Static
Document Generation
- Excel Templates for Reports & Filevine Fusion
- Word Templates for Reports & Filevine Fusion
- Filevine Fusion
- Collection Exports
- Doc Generation - PDF - (Step-by-Step Guide)
- Doc Generation - Microsoft Word (Step-by-Step Guide)
Taskflow
Deadline Chains
Team Management/Permissions
- Adding New Users to Your Org
- Global Permissions - Managing Staff Member Access
- Org Admin
- Project Admin
- Primary
- Followers