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  • Filevine - Send A Drop Letter.

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    William Perez
    8 views1 page
    This document provides instructions for sending a drop letter to a client in 3 steps: generate the letter via the forms tab by filling out client information and incident date, find the corresponding document in the docs tab, convert it to a PDF using the 3 dot menu option, and then send the email.

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    Filevine - Send a Drop Letter.

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    This document provides instructions for sending a drop letter to a client in 3 steps: generate the letter via the forms tab by filling out client information and incident date, find the corresponding document in the docs tab, convert it to a PDF using the 3 dot menu option, and then send the email.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views1 page

    Filevine - Send A Drop Letter.

    Uploaded by

    William Perez
    This document provides instructions for sending a drop letter to a client in 3 steps: generate the letter via the forms tab by filling out client information and incident date, find the corresponding document in the docs tab, convert it to a PDF using the 3 dot menu option, and then send the email.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Filevine - Send a drop letter.

    Forms Tab

    1. Client drop letters


    2. Vía email
    3. Generate
    4. Check date, email, client contact info, incident date

    Docs Tab

    5. Correspondence
    6. Look for the document
    7. 3 dots
    8. To PDF

    Send email (Training video)

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