4/24/23

How to Mass Update a Field in Filevine

Optimizer Kayla goes through an overview of how to mass update a specific field within a Filevine section. This can really come in handy and can help streamline things when you have to, for example, update case summaries in bulk.

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Filevine Basics: Avoiding Duplicate Contacts

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Transferring Tasks & Projects and Deleting Users