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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

  • Project Hub
  • Quick Reference Guide
  • Add Mobile Shortcuts
  • Set Up Your Profile
  • 2-factor Authentication
  • Notification Settings
See all 14 articles

Build Projects

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

Choose Sections

  • Section Overview
  • Activity Feed
  • Format Items and Instructions
  • Calendar Section
  • Yield Section
  • Related Section
See all 9 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 SMS Texting
  • Texting
  • Mark as Spam
  • Fax
  • Connect Google or Outlook to Projects in Filevine
  • Share Links
See all 8 articles

Search

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

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