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Import Report Templates - Filevine Help Center To move a report template from one Org to another, you must export the report from the source Org by downloading it as a file, and then import the file to the desired destination Org
Vinetegrate Full Suite Integration Support - Templates for Filevine Don't bother trying to build Filevine on your own Instead, license our proven Vinetegrate Full Suite integration with Project Type Templates, Merge Docs, and Custom Taskflows built for you with training included
Collection Sections – Lead Docket Lead Docket’s collection sections allow you dynamically push collection items from Lead Docket’s intake directly into Filevine, with proper mapping The simplest way to set up collection sections in Lead Docket is to import them from Filevine This method does not require custom mapping
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VineMigrator - Data Import Migrations Tooling for Filevine VineMigrator® is the first self-serve data migration tool made just for Filevine users It gives you a fast, secure, and reliable way to bring your data into Filevine—no tech team required
Excel Templates – Filevine Help Center Filevine also allows users to download a default Excel template, make changes, and upload a new, custom template With a custom template, users can configure create unique formatting, formulas, charts, graphs, PivotTables, and almost any other feature enabled by Excel
Create Templates in Vinesign - Filevine Help Center To upload, click the Templates tab at the top of the page On the templates page, select Create Template On the upload page, drop files in the dropbox, or click Upload Files to select a pdf, docx, or doc from your computer files You can upload up to 10 files
Timelines in the CPM – Filevine Help Center Import a Timeline You can choose to base your timeline on either a template you've made for another project type ("Copy from Existing"), or on one of the pre-loaded templates If you’d prefer, you can also start the timeline from scratch
Project-level, Document Folder Templates - Filevine Project Folder Templates allow you to create default folder structures for each of your project types When a new project is created, the correct folder structure will be automatically applied See all that Filevine can do with a customized demonstration from our team
Connecting an Outlaw Template to a Filevine Project The Filevine Outlaw native connection combines your Filevine data with Outlaw’s template editor, enabling faster, more customized document generation and automation With this connection, you can set up Outlaw templates to auto-populate Filevine data, view and send Outlaw templates from within Filevine, and easily add Filevine contacts as signers