Filevine training videos

In this video, Optimizer Kayla guides you through managing new member access in Filevine's setup menu, also known as "new teams." She explains how to navigate the Members, Teams, and Projects tabs, including adding, editing, and removing members and teams, as well as updating permissions, org access, and team assignments for members.

API keys in Filevine allow you to integrate it with different tools. Optimizer Jordan shows off a quick demo of how to create an API key for the Settlement Calculator.

Filevine's new protected sections allow you to limit user access and permissions based on what you'd like each user to be able to see and do. Optimizer Sarah shows you how it works and takes you through a few different user views.

In this video, Optimizer Sarah guides you through setting up Filevine's new feature, Protected Sections. She explains how to protect sections, who can manage this feature, and how it impacts user access. Watch to learn how to secure your sections effectively!

If you've noticed that Filevine has been running slowly, it may be because you have too many obsolete fields. Optimizer Laurie explains why this occurs and how Vineskills can help in this quick overview.

Tags are labels you can assign to many items across Filevine to help with categorization, searching, and reporting data. Optimizer Jen offers some best practices and ways to use tags in Filevine, from your activity feeds to customer communication, documents, and more.

From time to time, you may need to connect companion cases together in Filevine (for example, when your firm is representing two individuals who are involved in the same accident). You can do this by using related cases, which links two Filevine projects together — Optimizer Danielle shows how in this quick walkthrough.

Optimizer Danielle goes through how to assign Teams within Filevine and shows you how to update settings to ensure that each team member has been given the appropriate role.

In this video, Optimizer Frances shows how to access browser settings to clear cached images and files from your browser (it's essential to do this regularly to ensure that platforms like Filevine run smoothly). If you ever encounter any issues or odd behavior, support at Filevine will likely ask you to clear your cache as a first step—so here's how it's done!

Optimizer Danielle shows you how to create a new project in Filevine, including some tips and best practices to follow.

Your firm needs to maintain a clean, accurate contact database in Filevine to stay up-to-date and organized. Optimizer Danielle discusses some best practices for adding and managing your firm's contacts in Filevine.

Optimizer Danielle goes through the basics of managing calendars in Filevine, including both project and individual user calendars (from how to sync your Google or Outlook calendar with the one in Filevine, to editing calendar events, and more).

Want to add a conversation from your Sidebar in Filevine to a Project's Activity feed? Optimizer Amy takes you through a quick how-to tutorial.

Optimizer Stephanie shows you how to save emails and documents into a Filevine project, so they're easy to find and always associated with the relevant project, using the Outlook app for your mobile phone.

Looking to up your Filevine skills? Optimizer Jen takes you through a brief tutorial on how to access free Filevine training classes through Filevine University.

Optimizer Stephanie takes you how to use the Outlook add-in for Office.com to save emails and documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

Optimizer Stephanie takes you through the steps of using the Outlook add-in for Desktop to save emails and relevant documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Office.com.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Desktop.

Optimizer Stephanie shows you a quick tutorial on how to get the Filevine Add-In for Outlook Office.com.

Optimizer Stephanie shows you a quick tutorial on how to add a report to your favorites in Filevine, so that it appears at the top of your reports list.

Optimizer Kayla shows you how to allow pop-ups and redirects in Google Chrome, in case you have trouble opening links from Filevine's web app.

Filevine Demands AI helps you do more with less, preparing demands faster and at scale. With Demands AI, you can increase the quality, quantity, and accuracy of demands, settling faster and freeing up your time to better serve your clients. This demo shows how easy it is to request a demand from inside Filevine.

Optimizer Stephanie shows you a brief tutorial on tasking and mentioning users within the Activity Feed of a Filevine Project.

It's easy to keep on top of your firm's performance when you schedule reports to be sent directly to your email, known as "auto-reporting." Optimizer Stephanie takes you through a brief tutorial on scheduling reports for your account in Filevine.

Optimizer Kayla gives a brief overview of how individual Deadline/Reminder fields work and how the notifications/calendar entries appear in Filevine.

Optimizer Kayla shows you how to become the owner/editor of a report in Filevine and how to share it with members of your team.

Optimizer Kayla explains how to save reports to become the owner and how to update those reports within the report fusion to become the owner/editor of the fusion and all corresponding reports.

Having duplicate contacts in Filevine can cause confusion and lead to issues like inaccurate reports. Optimizer Stephanie walks you through the best practices for avoiding unintentional duplicates.

When someone leaves your firm, you'll want to ensure that their tasks and projects are transferred and that their user is deleted. Optimizer Kayla goes through the best practices, including how to do it manually, and also how to do it in bulk for users that have many tasks or projects on the go.

Optimizer Stephanie goes through the best practices around tasks in Filevine, how to assign and reassign tasks within a project, and how to start a new task thread.

Optimizer Stephanie goes over the basics of project calendars in Filevine, how they're used, the different project calendar views, and how to view the history of calendar events (which can be especially helpful when it comes to viewing past depositions).

Optimizer Kayla explains how to create a Tag in Filevine's Tag Manager. She'll walk you through the best practices to keep in mind, and how to add descriptions that will help your team understand how to best use that tag.

Optimizer Kayla demonstrates a quick overview of how to set up Gmail or Outlook as your default email app within Chrome.

Did you create a duplicate contact by mistake, or have multiple contacts you need to consolidate? No problem. Optimizer Kayla explains how to use Merge Contacts to merge two or more contacts into one.

With DocGens, you can automatically generate documents that pull in data from Filevine projects. Vineskills Optimizer Kayla explains the best practices and shows how to upload into an existing template box or button within Filevine.

How to add and utilize the new Microsoft Add-In for Filevine in Microsoft Word.

A quick demo of the new Sidebar feature that was announced at LEX 2023. Create conversations, notes, and tasks within the Sidebar menu. Add to a Sidebar conversation from the activity feed. Silence and customize notifications.

This video shares with the user how to set up auto-reports from the saved reports screen in Filevine.

Filevine walkthrough on how to invite someone as a guest to access a specific section of a Filevine project.

Covering general reporting for My Reports and Build reports. Building a Project list, Task list report, and collection sections (specifically lien sections).

Custom Filevine template to manage our operations guide and onboarding process 100% inside Filevine.

Demo of how to create documents inside Filevine and send out for signature via Vinesign without leaving Filevine.

Wish you could update all your letterhead documents at the same time? This video shows you how to host the letterhead image online and use that in your Word templates.

Automatically populate required court provided PDF forms from inside Filevine.

One of a few ways to automate building the Proof of Service including having email buttons that include all notify parties.

Discovery collection section example of how to have dynamic layouts based on the type of discovery, including custom reminder schedules driving the follow-up process.

How to setup an Admin project inside Filevine to track non-case related activities.

Automatically populate required court-provided PDF forms from inside Filevine. PDF DocGen is different from Word as you can not merge multiple Filevine fields into a single PDF form field, so this shows some workarounds.

Demo of how to build a collection section report in Filevine. These can be built in Word or Excel or one of each if you want different formats or sets of data.

When a new project is opened in Filevine, the account that created it, is initially the Primary and Project Admin. Right away you will want to assign the correct team and subscriber status.