https://support.filevine.com/hc/en-us/articles/360004186851-How-to-Export-Reports-to-Excel
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Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before exporting your information from Filevine, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not confident, it is recommended that you consult with your SmartAdvocate representative before proceeding. |
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Please note: The process is identical for all reports; the only thing that will change is the report you are selecting. |
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