Free Help Wednesdays
Every Wednesday at 11 AM PT |12 PM MT|1 PM CT | 2 PM ET, our experts take you through best practices, demo exactly how we solved client problems, and answer your questions live.
GET HELP USING FILEVINE
Sign up for Free Help
We’d love to see you at our weekly Free Help for Filevine users, live on Zoom. Sign up to be notified about upcoming sessions and get the link to join.
Upcoming Free Help topics
Wednesdays at 11 AM PT |12 PM MT|1 PM CT|2 PM ET
SEPTEMBER 30
This week, we’re going back to basics. In this session, we will cover how to navigate Filevine and the tips and tricks that every user should know in Filevine.
Filevine Basics
OCTOBER 7
Let’s talk numbers! This will be a general accounting & finance Free Help session about anything you want to know. Our Finance experts will explain key best practices, offer hands-on advice and answer audience questions.
Finance Skills
OCTOBER 14
In this session, we’ll go over the basics of creating DocGens, editing/saving, and the next steps once it's been generated. If anyone needs help with the backend of coding the template and placing the widget, we can also cover that as well.
DocGens
OCTOBER 21
Join us as we dive into ImmigrationAI! Learn how to create a filing, share questionnaires with clients, and sync data with the Filevine project. We will also discuss tips, tricks, and the most common errors users make when filling out immigration forms.
ImmigrationAI
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