9/9/25

#TipTuesday: Automating Document Storage with Customs Editor in Filevine

In this Tip Tuesday, Optimizer Amanda shares a quick tip on how to automatically store documents in specific folders based on your file upload fields using the Customs Editor. This small tweak can help your firm streamline the document management process significantly! Learn more about Filevine document management best practices in our live Free Help session tomorrow: https://vineskills.com/free-help

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Free Help Wednesdays: Litigation Best Practices in Filevine