9/8/2018 0 Comments download AutoTasks torrentPartial Table-of-Contents; Defining Autotasks; Activating Autotasks; Using the AUTOTASK Command; Associating Autotasks with. Autotask Corporation provides the world's leading hosted IT business management software to streamline and optimize business processes for technology solutio. Leading IT Business Management software provider. Autotask combines RMM, service desk, CRM, projects, time and billing and reporting into one unified platform. We’re always developing new tools to make your experience with Filevine the best. Learn what new features we've recently built to make your Filevine experience even better! Hashtags have always helped you organize your caseload. Now, we’ve made a great thing even greater. With Auto-hashtags, projects that meet a specific criteria will automatically be tagged with the correct hashtag. What that criteria is, and what hashtag is used, is totally up to you. Need to track every case with meds totals over 10k, or every client who hasn’t been contacted for over 30 days? With Auto-hashtags, that’s as easy as searching for #meds10k, or #nocontact. Buy yourself peace of mind and security by automating your case monitoring. Feel the difference with Filevine Auto-hashtags. Note: This feature is currently in beta and is only available to select customers. If interested. Filevine Periscope combines the in-depth productivity monitoring of Audit Reports with the superb visualizations and graphs from Domo. Quickly compare users’ work habits and productivity, and see how their workflows feed or starve your firm’s bottom line. Every note made, every task assigned, every document uploaded or project updated can be tracked, quantified, and graphed for easy digestion. With Filevine Periscope, you’ll have the data to back up every important decision you make for your practice. That data can be the difference between good management and barely-managed chaos. Note: Filevine Periscope is not included with your subscription to Filevine, but is available for a reasonable fee. Contact for more information. Productivity is the life-blood of your legal practice. Landing a great client won’t mean a thing if their case doesn’t move. But tracking team and individual productivity hasn’t always been easy. That was before Filevine Audit Reports. Now, your teams’ work habits and patterns don’t have to be a mystery. Refine and perfect their process at every level by running deep reports on their user activity. Easily see every note made, task assigned, document uploaded, or project updated, all in one place. Every good lawyer knows the importance of properly managing their paperwork. Retainers, authorizations, complaints, motions – the pages can really start to pile up if you’re not careful. And it certainly doesn’t help if your documents are stored in one place, but edited in another. Thanks to Filevine’s new Edit in Place feature, you no longer have to download and re-upload a document every time you have to make a small correction. Simply click “Edit” to seamlessly open the document in Microsoft Office on your computer or mobile device. Make your changes and click save to instantly beam the document back to your Filevine server – no downloading or re-uploading required. Hello, two-way sync! Thanks to our latest update, keeping your legal files and documents synchronized between your Filevine system and your Box.com or Google Drive folders is easier than ever. Any change made to the document through Filevine will automatically sync to the proper folder in Box.com or Drive, and vice versa. With two-way synchronization, you’ll spend less time updating and syncing documents, and more time moving cases. Note: These integrations are in Beta testing. Contact for more information and eligability. With Filevine’s latest update to the Customs Editor, you have even more control over your firm’s templates and layouts. Text List, URL List, Person List Having more fields than necessary can be straining and visually unappealing. That’s why we’ve released the ability list multiple entries in certain field types. Person Fields, URL Fields, and Single Line Text Fields can now hold multiple values at once, without the need for additional fields. Multiple Selections for Dropdown/Radio Buttons One isn’t always enough. Some questions have more than one answer, and that’s a fact we’ve worked hard to accommodate with our latest update. Multiple Choice fields are now capable of accepting multiple selections.
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