6/14/24

Free Help Wednesdays: Filevine Document Assembly (FVDA)

[WATCH TIME: 27 MINUTES] In this replay of a past live Free Help session, Optimizer Jordan went through key tips and tricks for Filevine Docs Assembly (FVDA) for front-end users, as well as how admin users can set up templates.

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Case study: Nick Movagar, M&Y Personal Injury Lawyers

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Assigning Teams in Filevine