July 2024 Release Notes

  • Updated

What's New


Documents List | July 18, 2024

Users can view all the documents they have uploaded and associated information including file name, file type, file size, upload date, upload type (Task or Document Uploader) via the "Documents List" tab in Projects.

Static Forms | July 4, 2024

Admins can create forms independent from a specific task or flow so users can edit and update information from their Projects tab, including saving information to complete at a later time, or saving and then submitting information to Filevine. 

Maintenance Page | July 4, 202

A new page for when the client portal is undergoing maintenance. Both admins and end users will see the maintenance page when visiting the portal during maintenance periods. 


Project Sync | July 16, 2024
Keep inherited Filevine section data in sync between a primary (parent) project and child project. 

  • Create multiple sync definitions to customize sync patterns based on parent project data.
  • Sync entire sections or specific fields, or exclude specific fields.



Invitations Using Multiple Reports | July 18, 2024

Invite people to Vineportal using multiple Filevine reports to invite users within the same Project Template.

Form Enhancements | July 15, 2024

  • Description Fields: Form description fields now support up to 1500 characters.
  • 4 Columns: Build forms with fields in up to 4 columns.

Forms Tab on Projects Page | July 4, 2024

Users will see a "Forms" tab on their projects page when they have a static form assigned to them.

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