5/29/26

Free Help Wednesdays: Filevine's Customs Editor

In this replay of a past live Free Help, Optimizer Toni Allison walked through Filevine's Customs Editor, covering how to access and navigate the tool, manage templates and sections, build fields and widgets, set up contingency logic, configure vitals and phases, and pre-build document folder structures for new projects.

Next

#tiptuesday: Filtering Report Criteria by "Is Me"