
Christie
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Articles
Recent activity by Christie-
Inbound Template Configuration
Note: Inbound template access must first be enabled for your team. Please reach out to your account manager for assistance. Allow any internet user to automatically initiate a templated document...
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Add a Variable to a Template
This article explains Variables. Click here to read about Parties. How Do Variable Elements Work? Variables are dynamic placeholders embedded in a template to hold space for information that cha...
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Utilizing Conditionals within Filevine Document Assembly
Setting Conditions within your FVDA template can be incredibly helpful when looking to maximize your document generating via Filevine Document Assembly. Conditions can be used to combine multiple ...
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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...
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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...
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Connecting an Outlaw Template to a Filevine Project
The Filevine Outlaw native connection combines your Filevine data with Outlaw’s template editor, enabling faster, more customized document generation and automation. With this connection, you ca...
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Connected Variables: Syncing
A key feature of utilizing connected variables within Outlaw is the ability to sync the variables once, one-way and bi-directionally between Filevine & Outlaw. Once you have been able to add in yo...
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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...
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Searching Variable Values
Using the omni-search bar, it is possible to search for exact variable value matches. 👋 Note: Variable value search is only accessible by the omni-search bar. Filter sidebar functionality i...
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Configuring Filters within your Repository
Create a Filter Creating a filter means identifying criteria for sorting through all of the deals in your contract repository, in order to quickly locate an important sub-set of these deals. Rec...