Advanced Features
The tools to help you take your system to the next level.
The Customs Editor
- The Customs Editor
- Flex Sections
- Static and Collections Sections
- Widget Types
- What Field Type Should I Use?
- Text Fields
Document Generation
- Filevine Fusion
- Word Templates for Reports & Filevine Fusion
- Excel Templates for Reports & Filevine Fusion
- MergeField Formatting
- Collection Exports
- Using Doc Generation
Permissions
- When You Get a New Employee
- When an Employee Leaves
- When an Employee Changes Roles
- Org Admin
- Project Admin
- Primary
Billing
- Setting Up Billing
- Setting Up Rate Schedules
- Setting Up Invoices
- Using Project-Level Billing
- Using Org-Level Billing
- Handling Invoices