3/26/26

Free Help Wednesdays: Filevine Basics

In this Free Help replay, Vineskills Optimizers Jasmine and Chantelle covered Filevine basics that every user should know, from essential features like organizational-level navigation, mailroom management, and registering firm-wide texting numbers. Learn about integrating external calendars with Filevine, managing various deadline types, and setting up automated, recurring tasks. You'll also learn how to troubleshoot document searches, use AI to summarize project emails, and even add some personality to your feed with custom formatting and emojis.

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Free Help Wednesdays: Workato Automations + Filevine