Vineskills
Categories
- Zapier and Filevine Documentation on using Zapier with Filevine including detailed instructions on building custom Zaps.
- Smart Mailroom Setup guide for Smart Mailroom to scan your physical mail directly into a Filevine project. Requires an annual subscr...
- Insights Dashboard This Help Center is Coming Soon!
- Finance Connect Walkthrough demos and setup guides for the Finance Connect integration. Requires an annual subscription purchased dir...
Promoted articles
- Walkthrough of The Billing Dashboard in Finance Connect
- Accessing your Finance Connect Dashboard & Settings
- Trust Accounting with Project Funds
- Using the Finance Connect Dashboard & Project Funds on contingency projects
- Disbursements Feature Walkthrough
- Walkthrough of Disbursements Feature
- Walkthrough of Expense Request Features
- Walkthrough of Case Costs Functionality
- Walk through of Trust Account functionality
- 5 Time & Billing Essentials for Launching on Filevine
- Activating a Filevine Integration & Creating a Service Account + PAT
- Granting Tenant Admin Access in Filevine
- Contingency Workflow in Filevine with Finance Connect
- Adding the Vineskills user to Filevine & Granting Tenant Admin