Basic Features
Everything you need to know to start working out of Filevine.
Getting Started
- Setting Up Your Profile
- 2-factor Authentication
- Notification Settings
- What is a Project?
- The Feed
- Write a Note
Building Projects
See all 9 articlesChoosing Sections
- The Activity Section
- The Docs Section
- Formatting Activity Items and Instructions
- Document Folders
- Preview Files
- Collection Section
Reporting
- User List Report
- Fax List Report
- Reports - Calendar Events
- Build a Report
- Report Building Video Tutorial: Part 1
- Report Building Video Tutorial: Part 2
Sending and Sharing
- Marking as Spam
- Faxing
- Connecting Google or Outlook to Projects in Filevine
- Share Links Securely from Filevine
- Using the Auto-CC Feature
- Emails