Filevine tasks, notes, hashtags and Gdrive basics

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Questions and Answers

This is the correct way to task someone in Filevine

  • -@username
  • +@username
  • @username (correct)
  • *username

This is the correct way to tag someone in filevine

  • -@username
  • +@username (correct)
  • @username
  • *username

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

False (B)

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

<p>True (A)</p> Signup and view all the answers

Where can you filter Activity hashtags?

<p>clicking on &quot;Trending tags&quot; (C)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>#CWC (A)</p> Signup and view all the answers

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?

<p>#STRATEGY (B)</p> Signup and view all the answers

#NOTCR is a project hasthtag

<p>True (A)</p> Signup and view all the answers

Where should you save the PD pictures of the sign-up email?

<p>Property Damage Folder (B)</p> Signup and view all the answers

Where should you save the driver's license pictures?

<p>Produced by Plaintiff folder (A)</p> Signup and view all the answers

Where should you save the Health Insurance card pictures?

<p>Produced by Planitiff folder (A)</p> Signup and view all the answers

Where should you save the signed agreement and verification?

<p>Intake, Sign-Up and Docs folder (B)</p> Signup and view all the answers

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