Basic Features
Everything you need to know to start working out of Filevine.
Get Started
- Add Mobile Shortcuts
- Quick Reference Guide
- Set Up Your Profile
- 2-factor Authentication
- Notification Settings
- What is a Project?
Build Projects
See all 9 articlesChoose Sections
- Section Overview
- Activity Feed
- Format Items and Instructions
- Calendar Section
- Yield Section
- Related 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
Send and Share
- Mark as Spam
- Fax
- Connect Google or Outlook to Projects in Filevine
- Share Links
- Emails and Auto-CC
- Send Texts From the Mailroom