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      Filevine

      This article explains how the Filevine integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect Filevine integration to VXT


      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search Filevine.
      4. Follow the displayed instructions.
      5. Input the newly created Personal Access Token (PAT).

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Filevine tab to indicate that the connection was successfully established. VXT will then download your contacts from Filevine and sync them.

      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘Filevine contact,’ under the contact’s name at the top of your screen.
      4. Log in with your Filevine email address and password.
      5. Find the matter where you saved the call. This can be found under the Associated Projects tab.
      6. Tap ‘Notes’ on the left side of the Filevine website.

      There you have it! Your calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

      Note: Saving SMS to Filevine is still unavailable.

       

      How to disconnect Filevine

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the Filevine tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.