7/30/26

Free Help Wednesdays: Fixing Messy Docs, Missed Deadlines & More with Customs Editor

In this session, we solved some common pain points using the Customs Editor: team members filling out irrelevant fields, messy document folders, losing track of case value, rebuilding templates from scratch, and missed deadlines. We showed how field conditionality, DocGen automation, calculated fields, and deadline chains fix each one, plus how to hide unused sections until needed.

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#tiptuesday: Add a Vital to Count Collection Section Entries in Filevine