• 11/3/26

#TipTuesday: Add Replacement Fields and Direct Links to Filevine Task Flows

Learn how to make Filevine task flows more useful by adding replacement fields and direct links to the task body. Andy shows how to pull in details like the document title and the date it was served, format the instructions so they’re easy to scan, and include a link that opens the discovery section with the right item already filtered, so your team can get to work without searching through a busy section.

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Free Help Wednesdays: Filevine Immigration AI and Task Flows