Free Help Wednesdays: Filevine AMA
Join Filevine expert Anna Barnes and host Jasmine Knighten for this general AMA Free Help replay. This open Q&A session focused on tasks like updating DocGen templates, managing project notifications for text messages, and applying payments to invoices. We also discussed strategies for project cleanup, archiving projects to remove them from active reporting, and advanced admin tools, including mass updates for reassigning large groups of projects, and methods for reporting on expenses by grouping data by vendor.
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