Filevine training videos

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Jasmine and Anna covered everything you need to know about high-volume reports in Filevine, including choosing criteria and template creation, sharing reports, and creating auto-report schedules.

[WATCH TIME: 42 MINUTES] In this replay of a past live Free Help session, our experts Suzy and Frances explained some of the most useful automations you can set up for Filevine, and how you can leverage them to improve your firm's workflows and boost efficiency.

[WATCH TIME: 27 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Jacky went over the basics of DocGens in Filevine. They covered how to create DocGens, how to edit and save, as well as the next steps to take once your document has been generated.

[WATCH TIME: 51 MINUTES] Up your project management game with Filevine's Customs Editor! This replay of a past live Free Help session covered everything you need to know about the Customs Editor. Optimizer Jasmine reviewed how to customize your project sections by editing, adding, removing, and rearranging fields, plus some of the most commonly used customizations.

[WATCH TIME: 45 MINUTES] In this edition of Free Help, Optimizers Jasmine and Derek showed off best practices for managing documents in Filevine, including some of the features available through Docs+, and reviewed helpful how-tos like document and folder sharing.

[WATCH TIME: 48 MINUTES] In this replay of a Free Help Wednesdays session, we reviewed the basics of how to use deadline chains & taskflows in Filevine in order to make your firm’s workflows more efficient. We covered tips for both front-end and Admin users.

[WATCH TIME: 39 MINUTES] Optimizers Jordan and Jen take you through everything you need to know about reporting in Filevine in this replay of a live past Free Help Wednesdays session. They covered all of the basic features, how to set up criteria in the report builder, as well as how to save, export, and share your reports.

[WATCH TIME: 44 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Derek (our internal Excel expert) went over the basics of Fusions in Filevine. They offered some tips and tricks, from how to set up your default report templates to troubleshooting common issues.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help, Optimizers Jasmine and Danielle went over the basics of DocGens in Filevine. They covered where to place put your DocGens template widget with the Customs Editor, how data gets pulled in that is client or project-specific, and how to generate your documents.

[WATCH TIME: 49 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Jordan and Jasmine went over some Filevine Document Assembly (FVDA) and Outlaw basics, how to add and pull in different variables, and even touched on Filevine's new Settlement Calculator.

[WATCH TIME: 39 MINUTES] In this replay of a past live Free Help Wednesdays session, we reviewed the basics of how to use task flows and create deadline chains in Filevine to help you track important due dates, automate reminders, and more. View upcoming topics and register to join Free Help: https://vineskills.com/free-help

[WATCH TIME: 38 MINUTES] In this replay of a past Free Help session, we delved into how to use the Time and Billing feature to improve your firm’s day-to-day workflows, including covering the basics for front-end users and how to bill time differently throughout Filevine.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help session, we went through an all-things setup session of Periscope 2.0. We chatted about how to review your Filevine templates for the necessary data points to create base reports, how to connect those reports to your S3 bucket, and how to connect S3 to DOMO.

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help Wednesdays session, we covered high-volume reports, including choosing criteria and template creation. We also discussed how you can share reports, and how to create auto-report schedules.

[WATCH TIME: 47 MINUTES] In this replay of a past live Free Help session, Optimizer Jasmine explained how to navigate the Customs Editor to enhance your project management game. We went over how to customize your project sections by editing, adding, removing, and rearranging fields, as well as some of the most common customizations.

[WATCH TIME: 45 MINUTES] In this replay of a live Free Help Wednesdays session, we covered the basics of using deadline chains and taskflows in Filevine. We went over the best practices for front-end users and how Admin Users can set them up.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we reviewed the basics of creating a report in Filevine, including setting the criteria. We discussed how you can easily share reports, as well as how to set up your auto-reporting schedules.

[WATCH TIME: 52 MINUTES] In this replay of a live Free Help session, Optimizers Jasmine and Derek went over the best practices you need to know to effectively use your feed, tasks, and calendars in Filevine so you can boost your firm's efficiency and stay organized.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we went over how to manage and organize tags, as well as the best practices to keep in mind for communication in Filevine and how law firms can leverage it for more efficient internal communication.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Amanda explored how to build reports in Filevine. We chatted about how to share reports with other stakeholders and how to create auto-report schedules.

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help Wednesdays session, Optimizer Stephanie took us through the basics of Periscope 2.0, including setup. She went over how to review your Filevine templates for the necessary data points to create base reports, connecting those reports to your S3 bucket using the data connector, and connecting S3 to DOMO.

[WATCH TIME: 47 MINUTES] In this replay of a past Free Help Wednesdays live session, we chatted about how to bill time differently throughout Filevine to enhance your team’s day-to-day workflows. We covered the basics of using the Time and Billing feature in Filevine for front-end users.

[WATCH TIME: 51 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Derek and Jasmine answered live audience questions and chatted about a wide range of Filevine-related topics, from DocGens to Workato, the Customs Editor, and more.

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help session, Optimizer Jordan covered the essential tips and tricks you need to know about Filevine document assembly (FVDA) for both front-end and admin users.

[WATCH TIME: 42 MINUTES] In this replay of a past Free Help Wednesdays session, we chatted about streamlining your firm’s workflows with Filevine taskflows and deadline chains. We went through the basics of using deadline chains and taskflows for front-end users and how Admin Users can set them up.

[WATCH TIME: 48 MINUTES] In this replay of a past live Free Help Wednesdays, we chatted about how to navigate using the Customs Editor to up your project management game. We went over how to customize project sections by editing, adding, removing, and rearranging fields and covered some of the most common customizations.

[WATCH TIME: 50 MINUTES] In this Free Help Wednesday replay, Optimizers Derek and Jasmine went through all of the basics you need to know about creating Fusion reports in Filevine, as well as general formatting tips, essential formulas, and common pitfalls.

[WATCH TIME: 57 MINUTES] With Workato, there are many automation options that can improve your firm’s workflow efficiency and reduce manual work. In this replay of a live Free Help Wednesdays session, we reviewed tips and tricks for automation best practices, including what types of things we can and should we automate and what considerations need to be made in the process.

[WATCH TIME: 35 MINUTES] In this live Free Help session, we reviewed how to set up sections for your litigation files in Filevine, allowing you to categorize files, tasks, events, and other items. Learn about creating sections for pleadings, discovery, court events, and more to help streamline your litigation workflow.

[WATCH TIME: 40 MINUTES] This session covered all the must-know best practices for document management in Filevine. We discussed how to leverage Docs+, and reviewed some helpful key features like document and folder sharing.

[WATCH TIME: 40 MINUTES] In this replay of a live Free Help session, we covered the basics of Filevine DocGens, from creating them to editing and saving, as well as the next steps once a document has been generated.

[WATCH TIME: 42 MINUTES] Optimizers Jasmine and Sarah take you through the basics of Filevine Tags and how to use them as customized filters for notes, tasks, docs, and projects. We also covered how to set up Project Auto-Tags and use the Tag Manager for enhanced uniformity.

[WATCH TIME: 58 MINUTES] In this Free Help Wednesdays session, we went through the basics of customizing your Filevine project sections by editing, adding, removing, and rearranging fields. We chatted about the most common customizations and took viewers through the process of using the Customs Editor to up your project management game.

[WATCH TIME: 45 MINUTES] This live Free Help session covered how to clean up data in Filevine using the Mass Update tool for Admin Users. We also chatted about the best practices of using Contact De-duping to continuously clean up your firm's data in Filevine, ensuring it's always accurate and consistent.

[WATCH TIME: 50 MINUTES] In this edition of our live Wednesday Free Help sessions, we cover all the basics of deadline chains and taskflows in Filevine for front-end users and how to set them up as an Admin User. We also discussed how to best use deadline chains and taskflows to enhance your Firm's workflow.

[WATCH TIME: 45 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Derek and host Jasmine cover the best practices of creating a Fusion report, as well as reviewing general formatting, basic formulas, and common pitfalls.

[WATCH TIME: 53 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Derek and host Jasmine go over the basics of reporting, including creating a report, sharing it, setting up auto-report schedules, and more.

[WATCH TIME: 46 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Kendall and host Jasmine delved into team management, setting up roles, and how to allocate tasks effectively based on individual roles.

[WATCH TIME: 51 MINUTES] In our weekly live Free Help session for Filevine users, host Jasmine and Optimizer Zoe take you through the basics of creating and generating documents, editing and saving them, and the next steps.