11/24/22

Magic Box of Skills demo

We've bundled some of our favorite automations to extend the functionality of Filevine. In working with our clients to implement and optimize Filevine we occasionally run into features we wish were available. This demo covers the Phase change notification and a way to automatically move email attachments with both tags #email and #attachment to a subfolder in Docs named "Email Attachments".
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Smart Mailroom demo - Routing mail to Filevine projects

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Filevine and QuickBooks Connect - Time and Billing Demo