Filevine tasks, notes, hashtags and dropbox basics

This is the correct way to task someone in filevine

This is the correct way to tag someone in filevine

The purpose of activity hashtags is to help you get a general idea of the case

One of the purposes of project hashtags is to help you get a general idea of the case

Where can you filter activity hashtags?

Activity hashtags can help you filter, among other things, calls with clients, adjusters, and facilities

One of the purposes of project hashtags is to pull reports on specific cases, such as TBI cases.

Which is the correct hashtag to use whenever you talk to a client?

What is the correct hashtag to use when you have created a strategy with your doctor to solve a problem in the case or to aim for policy limits?

#NOTCR is a project hasthtag

Where should you save the PD pictures on the sign up email?

Where should you save the driver's license pictures?

Where should you save the Health Insurance card pictures?

Where should you save the signed agreement and verification?