Creating a Form that Syncs New Projects to Filevine
In this video, I will guide you through the process of creating a form that will streamline our communication through Slack. We currently face the challenge of manually creating projects in FileVine, which is time-consuming. By building a form that our Account Executives and Account Managers can fill out, we can automate the process of project creation in Filevine.
I will demonstrate how to use the form builder, track form logs, export data, and set up automated notifications.
Additionally, I will explain how to customize the form fields and collect relevant information for each project. By the end of this video, you will have a clear understanding of how to create a project form and improve our workflow.
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