We’ve given your Docs Section a make-over! Quickly view the most important details about any file in your project with a few clicks. Use the File Properties Fly-out Menu to create secure links, view version history, add hashtags, and more.
We’re always developing new tools to make your experience with Filevine the best. This is the place where your mind gets blown wide open learning about them.
File Properties Fly-out Menu
Quickly learn the most important details about a file in your Docs section.
Multi-select in Docs Section
Select as many documents at one time as you need, and perform batch operations on all of them.
Use any uploaded document to create a note on a project's Activity Section.
Hotkeys for Docs Section
Work faster in the Docs Section using our new hotkey shortcuts.
Play Audio & Video Files
Playback video and audio files directly within your Filevine system.
File Attachment Field Redesign
Attach documents uploaded via the Docs section to any file attachment field in your project.
Automatically Hashtag & Organize Documents
Use the Customs Editor to determine where files should be stored when uploaded to a specific field and what document hashtags should be applied.
Copy Mergefields With One Click
Copy field merge codes with a single click.
Multiple Contact Card Fields for Reports & Doc Gen
List multiple addresses and phone numbers in reports and Doc Gen.
Generate deeply complex and functional Word Docs and Excel Spreadsheets with a single click.
Use our new Collection Export tools to generate demands, assemble exhibit lists, simplify data presentations, and more.
Export Reports to Word
Export your favorite Filevine reports as beautifully formatted Word documents.
Excel Doc Gen
Filevine’s powerful Doc Gen Buttons can now generate templated Excel Spreadsheets.
Word Quick Parts Support
Filevine's Doc Gen and Export to Word functions will now honor Quick Parts in your templates.
Customs Editor Redesign
Better; Stronger; Faster
Massive Collections for Mass Torts
New Collections UI updates make managing large collections easier than ever.
Send and receive fax messages with Filevine.
Flex Sections & More
Show or hide tabs, vitals, and phases as needed in your Filevine Projects
Updated Calendar Sync
Add events to your Filevine Projects from your Google or Office 365 Calendar
Chained, Delayed, & Repeating Auto-task Update
Set your phase-based Auto-tasks to repeat even if your case has moved on to a different phase
Link related cases more easily than ever before and shortcut between them with a single click
Create org-level root folders to house your projects, folders, and documents
Deadline Chains UI Update
Manage deadline chains more efficiently with a searchable index on every case
Vitals UI Update
Use our new searchable field index to create your Vitals faster
Delimited Report Results
Run reports to see every item saved in a List or Multiple Select field, as well as project hashtags
Templated Project Folders
Start every new case with the correct folder structure automatically
Email Action Buttons
Customize email templates and create new email drafts with a single click
Calendar Events Report
Run firm-wide reports on upcoming calendar events and deadlines
Instantly convert uploaded files into .pdf format
Multi-day calendar entries, search calendar events, and more
A major update to collection tabs lets you customize your view
Taskflow: Email Links
Create new template email drafts with a single click
Email Document Link
Share document links securely via email
Keep track of email communications
Meds & Expenses in Yield
Calculate settlements faster
Automate every detail of a case’s process
Get the info you need
Instant Text, Email, and Slack Notifications
Instant and customizable daily notifications
Schedule Deadline Reminders
Deadline reminders on your time
Automatic caseload organization
Unsaved Changes Prompt
No more lost changes
In-depth performance graphs
Track every action, all in one place
Edit in Place
Easily update documents
Box.com & Google Drive
Even more integrations
SMS Status Indicator
Confirm text delivery
Multiple Attendee Calendar Events
Simplify calendar organization
New Custom Fields
More control over templates
Send eSignatures to Filevine
Copy Link to Vine
Share a conversation
Global Role Assignments
Automatic tasks made easier
Bar Number field added to Attorney Contacts
Keeping contact info organized
Character Count on Texts
For a better SMS experience
A visual update
Edit Project Email Address
Make client-friendly emails
Automated reports on your schedule
Note & Comment Reactions
For quicker responses
Mass Update Project Permissions
Unlock your taskflow
Clear Assignee & Mention User
Clarify your tasks
Update your docs and check revision history
All New Action Menu
New actions for vines
Pin to My Feed
Keep things top of mind
Reorder Contact Info
Customized contact cards
Task Links in Reports
Quicker access to tasks
Discover a new way to share docs
Email CC Chrome Extension
Email from within Filevine
Integrated Web Forms
Bring your web forms to life