by Tom Copeland | Oct 18, 2023 | Videos
Creating an Automated Email from a Task Completion in Filevine Home 9 Author archive for Tom Copeland In today’s Everyday Vine video, we are going to be demonstrating how you can create an automated, standard email that sends to your client when a...
by Tom Copeland | May 10, 2023 | Featured, Filevine Apps
VineConnect Pushes Filevine to New Heights with v3.5 Home 9 Author archive for Tom Copeland VineConnect® is proud to release some of the biggest upgrades to our platform for the first half of 2023 with version v3.5! The best client portal and automations tool...
by Tom Copeland | Oct 30, 2022 | Filevine Apps
A Better Way to Automate Doc Uploads and Syncing for Filevine Home 9 Tag: VineConnect If you’ve been looking for a better way to request and receive documents and files from your clients, and have those docs automatically sync to the client’s Filevine...
by Vinetegrate | Sep 3, 2022 | Featured, Filevine Apps
Automate Filevine with Workflows by VineConnect Home 9 Author archive for Vinetegrate If you could automate anything in Filevine, what would you do? What more could your team accomplish with less clicks within Filevine? What efficiency and productivity issues...
