Christie

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  • Add and Format Columns

    To create or modify column layout, begin in the Templates tab. Note that only Team Editors or Owners have access to the template editor, where columns are created.   In the template editor, sele...

  • Approving/Rejecting Red Lines

    Once an edit has been suggested with red lines, other editors may review these changes and either approve or reject them: When a user taps to review changes, suggested additions appear highligh...

  • Connected Variables: Introduction

    With our new Connected Variables, you will have the ability to pull in fields directly from your Filevine sections into live documents. ☎️ For more information on how to enable Filevine Doc...

  • Add a Table

    To add tables to contracts, the first step is to create placeholders for these table in your Team's template(s). Note that only Team Editors or Owners have access to the template editor, where the...

  • Upload a Third Party Document

    To upload a 3rd Party document to Outlaw, in the Contracts tab click "Upload" and select a .docx or PDF file from your computer: As soon as your document uploads, it is securely stored and full...

  • Connected Variables: Tables & Repeater Sections

    There are two ways to pull in data from Filevine collection sections into Outlaw using connected variables: repeater sections and collection section generated tables. Collection Section Tables wi...

  • Search, Tagging, and Filtering

    Click to view the search, tagging, and filtering video.  Topics covered in this video: Searching by Keyword, Deal phase, and Party Creating and applying "tags" for your deals Creating...

  • Batch Upload (i.e. "Legacy Migration")

    Cick here for a video reviewing batch uploads. One location for all your documents PDF batch upload offers complete visibility for your entire contract collection by ensuring that all of your deal...

  • Using Conditional Logic in a Template

    What is a conditional clause? Conditional clause are portions of a document that appear only if conditions determined ahead of time are met, for example. If a variable is a specific value, then ...

  • Address Handling within FVDA

    This article will cover how to add in a Connected Variable for a Contact's address and target specific parts of an address (first line, city, state etc) when using Filevine Document Assembly. Ad...