Version 2.1.0

Lock and unlock documents in bulk across Filevine projects.

Document Lock & Unlock Operations

You can now lock and unlock documents in bulk across your Filevine projects directly from the Schedule Transfer workflow. Select the new Lock or Unlock operation type when creating a transfer to prevent or restore editing on project documents at scale.

Improved Workflow Cancellation

Cancelling a running workflow now automatically refunds any reserved credits back to your account, with clear notifications so you always know your credit balance is accurate.