VineConnect Pushes Filevine to New Heights with v3.5

VineConnect® is proud to release some of the biggest upgrades to our platform for the first half of 2023 with version v3.5! The best client portal and automations tool specifically designed by Filevine users for Filevine users just got more powerful, more intuitive, and more automated.
Major Feature Upgrades for VineConnect® v3.5
- Automated Workflows 2.0 – All new triggers and actions, including Mirrored Fields
- Filevine Forms w Collections – Now you can create Collection Section items with our custom forms mapped to any custom field in your Filevine template
- Filevine Calendar – Sync Filevine Project Calendar items to the Portal and allow your cleint to submit feedback directly to the project
Want to give one of these powerful new features a run? Sign up for a FREE 30-day trial of VineConnect today or schedule a one-on-one demo with us!
Admin User Interface (UI) Updates
We’ve consolidated some pages on the VineConnect admin to help make navigating the platform a little easier. Here’s a few quick bullet points:
- Admin Settings – We’ve consolidated all the administrative settings into one admin page, including Admin Email Notifications, SMS Deliery Settings, and a new admin setting for reply to email address, which affectes outbound email notifications to the client from Automated Workflows.
- Client Portal Settings – We’ve consolidated all the Client Portal settings into one page, including Custom Vitals, Team Setup, Org Display Settings, Branding, and Project Naming Conventions.
- Expanded Filters – Now you can quick search and filter on your Usage Dashboard by client name, success/failure login attempts, and “Type of Line” for all SMS response logs.
Our Support Center has been updated with all the above features!
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