Free Help Wednesdays
Every week at 11 AM PST/12 PM MT/2 PM EST, we host a Free Help session for Filevine users.
Our experts take you through best practices, offer hands-on advice and live demos, and answer any questions you may have along the way. Sign up below to get a weekly email reminder.
Sign up for Filevine Free Help
We’d love to see you at our weekly Free Help Zoom for Filevine users. Sign up to be notified about upcoming sessions and get the link to join.
Upcoming Free Help sessions
-
Customs Editor
February 25, 11 AM PST | 12 PM MT | 2 PM EST
Up your project management game with Filevine’s Customs Editor. This interactive session will cover some of the most common and useful customizations and teach you how to tailor your project sections by editing, adding, removing, and rearranging fields.
-
DocGens
March 4, 11 AM PST | 12 PM MT | 2 PM EST
We’ll be reviewing the basics of creating DocGens, from editing and saving, to the next steps to take once your DocGen has been generated. If you need help with the backend of coding of your template and placing the widget, we’re happy to walk through the process.
-
Document Management 101
March 11, 11 AM PST | 12 PM MT | 2 PM EST
Learn best practices for better document management in Filevine. We’ll be offering some general tips, as well as reviewing some of the tools available through Docs+, and helpful features like document and folder sharing.
-
Workato Automations
March 18, 11 AM PST | 12 PM MT | 2 PM EST
What types of things can and should we automate with Workato—and what factors should we to consider when making that decision? We’ll offer some general tips, demo how to set up basic error handling and efficient automations, show how to document automation workflows, and more.
-
Periscope/Domo
April 1, 11 AM PST | 12 PM MT | 2 PM EST
Join us for an all-things set up session on Periscope 2.0, from how to review your Filevine templates for the data points needed to create your base reports, to how to connect those reports to your S3 bucket using the data connector, as well as how to connect S3 to Domo.
-
Recorded Sessions
Couldn’t make it to a live Filevine Free Help session? Check out our extensive library of past Free Help recordings, as well as other follow-along videos on a range of Filevine-related topics.
Director of Operations, Personal Injury Law
“So much value packed into one hour! Thank you so much Jasmine.”
Partner, Mass Tort Firm
“You should start charging for this.”
Free Help is hosted by Optimizer and Solutions Coach Jasmine Knighten, who will be joined by a different subject matter expert from our team each week.
Meet your host
Need more help?
Whether you want to implement Filevine for the first time, or are already up and running and need help using and customizing it, our team of Filevine experts can do it all. Get in touch with us to find out more.