December 2024 Release Notes

Version 1.68.0 | December 26, 2024

Client Portal/ATM

• Form Enhancement - WYSIWYG Editor: When adding a description field in the Form Builder, users can use the WYSIWYG editor to customize the description with:
  • Font sizes, types, styles, and colors
  • Bulleted and numbered lists
  • Align and indent options
    

Version 1.67.1 | December 23, 2024

Data Governance AI

• New Operator for Acceptable Value Rules: When creating a rule based on acceptable values for a date field, users can now use the operator "Between" to enforce a date that falls between two other dates.

Version 1.67.0 | December 18, 2024

Client Portal

• Flows - Completed Status Adjustments: A flow's "Complete" status will be reached when: All tasks and all message in a flow have been completed. If the flow only contains tasks or message when all of them are completed.
• Single Name User Support: In a user's profile, the "Last Name" field is now optional to support users with only a single/first name.

Version 1.66.0 | December 18, 2024

Advanced Task Management

• Form Task Types: Use the Form Builder to create a form consolidating fields across Filevine sections. When users are completing an assigned form task, they can input details directly in the form popup without leaving the screen, navigating through individual sections, or even accessing the project itself.
• Resolution Code Groups: Add resolution code groups to a queue so that when users solve tasks they classify the resolution under certain categories. Learn more about Resolution Code Groups ➝
• Minor Enhancements

Version 1.65.1 | December 16, 2024

Client Portal

• New Operator for Flow Criteria: When creating automated flows, you can now use the operator "Does Not Contain" to determine when project criteria should trigger a flow's entry or exit.

Automations

• Bulk Updater: Upload a CSV file to make mass updates to project attributes, static fields, and add/update Collection sections. To learn more about the Bulk Updater, please read Using the Bulk Updater Automation.
• Advanced Conflict Check: Search for conflicts across Name, Company, SSN, DOB, and more in Contact Cards. To learn more about Advanced Conflict Check, please read Using Advanced Conflict Check.

Version 1.65.0 | December 12, 2024

Client Portal

• Project Forms Attachment Fields: Project Form users can now view Filevine fields with attachments through forms. Admins can add these fields when creating forms, and attachments are accessible for download directly from the form. Fields without attachments will display a “No files attached” message.

Version 1.64.2 | December 11, 2024

Client Portal

• Minor Enhancements

Version 1.64.1 | December 10, 2024

Data Governance AI

• Acceptable Value rules for date fields are now created using an operator (Example: Date of Birth is > 10/12/1970)

Client Portal

• Minor Enhancements and Bug Fixes

Version 1.64.0 | December 4, 2024

Data Governance AI

• Regular Expressions for Acceptable Value Rules: Apply regular expressions to Data Governance rules based on acceptable values to enforce formatting requirements, ensuring data entered into Filevine aligns with predefined patterns. For more information, view Creating Regular Expressions in Rules.

Version 1.63.0 | December 3, 2024

Client Portal

• Minor Functional Enhancements

Advanced Task Management

• Task Escalations: When a task's due date has passed and the queue has a set escalation, the task will escalate directly without confirmation from the user.