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  1. Filevine Help Center
  2. Basic Features

Basic Features

Everything you need to know to start working out of Filevine.

Get Started

  • Getting Started with Filevine
  • Project Hub
  • Contacts
  • Add Mobile Shortcuts
  • Address Book
  • Set Up Your Profile
See all 15 articles

Build Projects

  • Create a New Project
  • Project Contact
  • Phases
  • Vitals
  • Archived Phase
  • Filters
See all 7 articles

Choose Sections

  • Format Items and Instructions
  • Section Overview
  • Activity Feed
  • Team Section
  • Role View
  • Calendar Section
See all 11 articles

Docs Section

Report

  • User List Report
  • Fax List Report
  • Reports - Calendar Events
  • Build a Report
  • Report Building Video Tutorial: Part 1
  • Report Building Video Tutorial: Part 2
See all 12 articles

Send and Share

  • Org-Level Texting
  • Mark as Spam
  • Fax
  • Share Links
  • Emails and Auto-CC
  • Text
See all 7 articles

Search

  • Search Deeper
  • The Search Bar
  • Search within a Project
  • Search for Archived Projects

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