#TipTuesday: Introducing Filevine's New Dock Utility App

Introduction

This tutorial will guide you through the process of getting started with Filevine's new Dock Utility app. This app allows you to seamlessly open and edit documents using native applications like Microsoft Word or Excel, with all modifications automatically syncing back to Filevine. This functionality enhances productivity and collaboration, making document management easier.

Step 1: Download and Install the Dock Utility App

• Visit the Filevine website or your app store to find the Dock Utility app.
• Download and install the app on your device.
• Ensure that you have compatible versions of Microsoft Word and Excel installed, as these are the primary applications you will use for editing documents.

Step 2: Connect the Dock Utility to Your Filevine Account

• Open the Dock Utility app.
• Log in using your Filevine credentials.
• Grant any necessary permissions to allow the app to access your documents within Filevine.

Step 3: Open Documents using the Dock Utility

• Navigate to the document you wish to edit within the Dock Utility app.
• Click on the document to open it in the appropriate native application (Word or Excel).
• Make your edits as needed.

Step 4: Sync Changes Back to Filevine

• After editing, save your changes in the native application.
• The Dock Utility app will automatically sync your changes back to Filevine.
• You can verify that your changes are reflected by checking the document in your Filevine account.

Step 5: Troubleshooting Common Issues

• If the document does not sync:
  • Ensure you have a stable internet connection.
  • Check that you have the latest version of the Dock Utility app.
• If you encounter permission issues:
  • Revisit the permissions settings in the app and ensure everything is set correctly.

Conclusion

With Filevine's Dock Utility app, editing documents in native applications while ensuring seamless syncing back to your Filevine account is straightforward. Follow these steps to enhance your document management experience. For further assistance, consider joining the live Free Help session over Zoom, where you can get real-time support.