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.