Send a Document for Signature Without Leaving Filevine
Vinesign is the e-signature tool built into Filevine. Set up well, it lets your team send a document for signature straight from the case file, and the signed copy and its certificate of completion come back to the same matter on their own.
No downloading, no re-uploading, no retyping a client’s email, and nobody chasing the signed copy to file it.
What your firm gets
- Documents go out for signature from the matter they belong to
- Signers come from your Filevine contacts, so nobody retypes an email
- The signed PDF and its certificate file themselves back in Docs
- Sent, viewed, signed and completed post to the Activity Feed for the whole team
Why the setup matters
The send itself is quick. Whether it works the same way every time depends on the setup behind it: which notifications reach Filevine, how signer roles are named, what your firm’s defaults are, and how documents are named so the signed copies make sense in Docs. That setup is where most firms lose time, and it is the part we do for you.
Let Micronetbd set it up
Micronetbd is a Filevine implementation partner. We configure Vinesign, templates and document generation around how your firm works, test them on real matters, and train your team.
Questions
Does the signer need a Filevine or Vinesign account?
No. Signers open the link in their email and sign in the browser, on a phone or a computer.
Where does the signed document go?
Back to the project it was sent from, together with its certificate of completion.
Can Micronetbd set this up for us?
Yes. Micronetbd is a Filevine implementation partner. We configure Vinesign around how your firm works and train your team on it.
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Independent content produced by Micronetbd from our own demo environment with fictional data. Filevine and Vinesign are trademarks of their respective owner(s).
