File Sync for Filevine

  • Updated

File Sync is an automation that syncs Filevine Project folders, sub-folders, and their documents to a select group of storage providers. File Sync also provides the ability to interact—edit, create, and delete— with these documents via local network shares on your computer (Windows or Mac).

As with Filevine, your data is encrypted during sync and storage. Neostella does not own or interact with your document data other than to maintain the sync relationship with Filevine.

How it Works

One-Way Sync (Available via AWS, SharePoint, and Dropbox Q4)

KnowledgeBase_FileSync_OneWay.png

  1. Documents, folders, and sub-folder structures are synced one way from Filevine to a storage provider.
  2. The one-way sync listens for Create, Edit, and Delete events from Filevine and updates the replicated data in the storage provider.
  3. When changes are made in Filevine they will be reflected in the storage provider in near real-time. The sync occurs on two-minute intervals.
  4. Any changes made in the storage provider will not sync back to Filevine.

Good For: Full disaster recovery and offline Filevine backup purposes, ensuring documents are accessible in a secure, external location.

Example Use Cases:

  • View photo slideshows
  • Access documents without the internet
  • Open large video files

Two-Way Sync (Available via AWS, Sharepoint, and Dropbox Q4)

KnowledgeBase_FileSync_TwoWay.png

  1. Documents , folders, and sub-folder structures are synced two-ways between Filevine and a storage provider.
  2. The two-way sync listens for Create, Edit, and Delete events from Filevine and updates the replicated data in the storage provider and listens for Create, Edit, and Delete events from the storage provider (or local network share) and updates the replicated data in Filevine.
  3. When changes are made in Filevine, they will be reflected back in the storage provider in near real-time. The sync occurs on two-minute intervals.
  4. When changes are made in the storage provider (or on the local network share), they will also be reflected back in Filevine.

Good For: Accessing, editing, uploading, and downloading files outside of Filevine.

Example Use Cases: 

  • Accessing documents offline and tracking changes when reconnected to internet

Note: File Sync shows a live replica of your files and folder structures in Filevine. Any edits, additions, or deletions in Filevine will be reflected in your storage provider.

File Sync AWS S3

  • Sync Filevine documents to an AWS S3
  • AWS One-Way Sync is an affordable, scalable storage solution for disaster recovery
  • AWS Two-Way Sync is a good solution for large firms that require the use of local files for certain applications to function properly all while maintaining Filevine as your firm-wide document solution

File Sync SharePoint

  • One-Way or Two-Way Syncs available
  • Inherit Filevine permissions to ensure only authorized users can access or edit project folders and documents
  • Utilize Two-Way Sync to edit and update documents with native desktop applications without re-uploading to Filevine
  • Optimize storage structure by using hashtags to further differentiate project template types
    • Example: PI #car_accident or PI #slip_and_fall

See File Sync SharePoint in Action

Coming Soon: File Sync Dropbox available Q4 2024

A client-owned and managed AWS or SharePoint account is required for File Sync.

Typical customers see files sync every 2-3 minutes.

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