11/27/25

Free Help Wednesdays: Filevine Fusions

In this Free Help replay, we went over File Fusions, a fairly advanced tool that allows users to combine multiple reports into a single document using an Excel or Word template. Fusions are typically used for documents like settlement statements, demand letters, or KPI fusions. Anna demos how to create a simple settlement statement fusion using Excel and how to pull in static project information (like client name, incident date, and settlement amount), as well as collection reports for items like medical bills, liens, and expenses.

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Free Help Wednesdays: Filevine Calendaring, Feed and Task Management