Basic Features

Get Started

• Getting Started with Filevine
• Sidebar
• Common Terms
• Project Hub
• Contacts
• Add Mobile Shortcuts

See all 17 articles

Build Projects

• Create a New Project
• Project Contact
• Phases
• Vitals
• Archived Phase
• Tags

Choose Sections

• Format Items and Instructions
• Section Overview
• Activity Feed
• Team Section
• Role View
• Calendar Section

See all 11 articles

Report

• Data Connector
• User List Report
• Fax List Report
• Reports - Calendar Events
• Build a Report
• Auto Reports

See all 10 articles

Send and Share

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

See all 7 articles

Search

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