• 9/24/26

Free Help Wednesdays: Filevine Report Fusions and Settlement Projection Worksheets

In this Free Help replay, Optimizer Val showed how to build Report Fusions in Filevine to combine multiple reports into one Excel document, using a settlement projection worksheet as the example. The training also covered source report setup, Excel formulas for settlement scenarios, testing tips, and more use cases like statute of limitations tracking.

Next

#TipTuesday: Adding Custom Hyperlinks in a Filevine Fusion Template