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Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Launch
Launch Plans
Data Migration
Optimize
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Learn
Filevine Training Videos
Free Help Wednesdays
Lead Docket Book
Apps
Finance Connect for QuickBooks
Magic Box of Skills
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
About Us
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Careers
Get Support
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Launch Plans
Data Migration
Folder: Optimize
Back
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Folder: Learn
Back
Filevine Training Videos
Free Help Wednesdays
Lead Docket Book
Folder: Apps
Back
Finance Connect for QuickBooks
Magic Box of Skills
Benchmark Dashboard
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Smart Mailroom
Folder: About Us
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  • Filevine,
• 11/24/22

Conditional Logic for Workflows with Filevine

Discovery collection section example of how to have dynamic layouts based on the type of discovery, including custom reminder schedules driving the follow-up process.

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