The Optimization Toolbox
If you could, what would you automate in Filevine? We’ve bundled some of our favorite automations so it’s easier to stay organized. The best part: it’s free for all Vineskills Optimization clients!
WHAT IT INCLUDESIn working with clients to optimize Filevine, we’ve occasionally run into features we wish were available. So we built those features ourselves using the Filevine API.
Clean up your docs section
Keep your Docs section tidy by automatically moving email attachments into a sub-folder named Email Attachments.
Filevine implemented an update whereby all emails CC’d to your project email address are now directed into the Docs section. To better support this, we’ve rolled out an improvement that includes .eml files within emails for easier organization.
All .eml and .msg files tagged with #email are automatically moved to the sub-folder. For other file types, files with both #email and #attachment hashtags will also be moved to the sub-folder.
Phase change notifications
Have you ever wondered who changed a phase in Filevine, or when it was changed?
There’s no need for guesswork with our automatic phase change notifications.
Here’s how it works: you’ll see an activity feed notification whenever a phase is changed, showing who did it, along with a timestamp of when it was changed.
This includes a tag for #Phase and #NewPhaseName, making it easy to do Filevine reporting for all phase changes.
Recycle your obsolete fields
If you’ve maxed out the available fields in a Filevine section, it can slow down your Filevine performance and clog up the backend of your system.
We work with you to confirm the obsolete fields, back them up, and then delete them.
We can do this recycling of obsolete fields once per year, giving you room to grow and add more fields as needed.
This keeps your Filevine performance running well and reduces clutter and confusion for your team.
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Optimization Toolbox pricing
Vineskills Optimization clients
The Optimization Toolbox is FREE for all current Vineskills clients.
Small team (less than 10 users)
One-time setup fee of $1250
$1200 per year
Large team (10 or more users)
One-time setup fee of $1250
$2400 per year