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  • Welcome to VineMerge
    • Create your account
    • Invite your team
    • Your first bulk update
    • Credits in 2 minutes
  • Connecting Filevine
    • Add a credential
    • Choose projects in workflows
    • Test & rotate credentials
    • Permissions
  • Bulk Updating Records
    • Prepare a CSV
    • Run a bulk update
    • Preview changes
    • Read the audit trail
    • Correct a bulk update
    • Supported fields
  • Exchanging Documents
    • Broadcast to projects
    • Review before broadcast
    • View broadcast history
    • How credits are counted
    • Recover partial failures
  • Managing Your Team
    • Invite & remove members
    • Change someone's role
    • Transfer ownership
    • Role-based access
  • Credits & Billing
    • Choose a plan
    • Buy credit packs
    • Usage & credit history
    • Update payment method
    • Cancel or downgrade
  • Troubleshooting & FAQs
    • Bulk update stuck
    • Connection keeps expiring
    • Charged for a failure
    • Broadcast partially failed
    • Missing Filevine project
    • Contact support
  • Reference
Help Center
Back to Vinemerge

Help Center

All you need to learn more about the platform and get support

Welcome to VineMerge

What VineMerge does, who it's for, and what you can accomplish in your first day.

Connecting Filevine

How VineMerge connects to Filevine: credentials, project scoping, maintenance, and permissions.

Bulk Updating Records

When to use VineMerge bulk updates instead of editing in Filevine, and what the tool is built to do.

Exchanging Documents

Broadcast document sets across many Filevine projects in a single operation.

Managing Your Team

Roles, permissions, and best-practice team governance in VineMerge.

Credits & Billing

How VineMerge billing works: monthly credits, add-on packs, and tier comparison.

Troubleshooting & FAQs

Where to start when something goes wrong in VineMerge.

Reference

Glossary, changelog, and system requirements.