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How to Set-Up Custom Tab in Filevine

Filevine Custom Tab Instructions

 

1. Go to the menu in the top left-hand corner in Filevine and select "Advanced."


2. Select "Customs Editor" from left-hand side menu within "Advanced."

 

3. Choose project type

4. Create New Selection

5. For Section Properities enter all information as outlined below and ensure to check off “Is Collection?” *Everything is case sensitive so please ensure to match everything as you go through this guide.

 

**Please make sure "Is Collections?" is checked off! If you miss this step, you will not

be able to fix it and will be forced to create a new Custom tab.


 

6. Once that has been completed, scroll down past the "Custom Selection Setup" and under "Custom Fields/Widgets," click “Add Field/Widget.” Enter information as show below:

 

7. Add another by clicking “Add Field/Widget” and enter information as below:

 



 

 

8. Add another by clicking “Add Field/Widget” and enter information as below:


 

9. Add another by clicking “Add Field/Widget” and enter information as below:

 

10. Add another by clicking “Add Field/Widget” and enter information as below:

 

11. Add another by clicking “Add Field/Widget” and enter information as below:

 

12. Add another by clicking “Add Field/Widget” and enter information as below:

 

13. Add another by clicking “Add Field/Widget” and enter information as below:



14. Finalized tab should match below: 



 

Now you’re all done, good work!


If you have questions or feedback, please feel free to reach out to us at support@medchart.ca.

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