June 2024 Release Notes

What's New

Vineportal

Admin Support Dashboard | June 17, 2024
Standard
View total project metrics from a centralized hub:

• Gain quick insights into metrics including Total Projects, Total Active Projects, Total Users, and Total Active Users
• Quickly access information such as Project ID, phase, creation date, last update, active status, and expiration date
• Conveniently activate projects or users directly from this centralized view

Contact Cards | June 4, 2024
Premium

• Use the contact card drag-and-drop builder to design templates so users can edit and update Filevine contact card details via forms.
• Use contact cards in both task forms and project forms.

Enhancements

Vineportal

Company Details | June 17, 2024
Standard
Admins can now edit the Company Name under Company Details. 

Form Enhancements | June 24, 2024
Premium

• Single Line Text List Fields: Use single line text list fields in forms.
• Project Details Fields: Use in forms to request project information from users.
• Contact Card Fields: Use contact card fields in forms to request updates to contact cards.
• Drag-and-Drop Enhancement: Improvements to rearranging drag-and-drop fields in the form builder and contact card builder, including viewing the total number of fields in a section.
• Field Organization: Organize fields numerically and add new fields into any part of the form.
• Version History: View form edit history.

Project Status Display Type | June 6, 2024
Standard
Added an additional option to choose how customized phase categories are displayed as the project status. Choose from:

Progress Steps

Progress Bar

Upload Multiple Documents | June 6, 2024
Standard
Users can now upload up to twenty documents at once.