Manage Menu Items
The articles listed in this section go over everything you can expect to see in the Manage menu. Some items will only be available to those that have Administrator Access.
- Administrator Use in Lead Docket
- Bulk Actions
- Case Types
- Custom Field Types
- Lead Custom Fields - Adding / Editing / Removing
- Document Templates
- Import
- Lead Forms
- Lead Sources
- Locations
- Message Templates
- Phone Numbers
- Referral Sources
- Roles and Filevine Teams
- Severity Levels
- Lead Statuses
- Task Templates
- Tags
- Users