• 9/29/26

#TipTuesday: Personalize Your Top Four Shortcuts in Filevine

Learn how to customize the shortcuts on your Filevine top bar so your most-used pages are always one click away. Optimizer Toni Allison shows you how to configure your top four shortcuts, like Tasks, Calendar, and Contacts, to fit your role. It's a personal setting that won't affect the rest of your team, and you can reset to default anytime.

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Optimization Toolbox: Clean Up Your Docs in Filevine