Update closed case list in Excel when project phase changes in Filevine

Update your closed case list in Microsoft Excel when a project phase changes to archived in Filevine. This keeps your records current and improves reporting accuracy, ensuring you have the latest information at your fingertips.

Update closed case list in Excel when project phase changes in Filevine

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Overview

Update your closed case list in Microsoft Excel when a project phase changes to archived in Filevine. This keeps your records current and improves reporting accuracy, ensuring you have the latest information at your fingertips.

Update closed case list in Excel when project phase changes in Filevine