The Neodeluxe Sidebar allows signed-in users to verify alerts in real-time while creating or updating Filevine projects, notifying them when a field value is not accepted or when mandatory fields are required.
NOTE: Users MUST be signed into the Neodeluxe Sidebar to receive Data Governance alerts in real-time.
Neodeluxe Sidebar Setup
For more information on installing and logging into the Neodeluxe Sidebar, please visit this article.
Neodeluxe Sidebar: Alerts Based on Acceptable Values
When a signed-in user enters an unapproved value into a Filevine field that has a corresponding Acceptable Value rule, it will trigger an alert. When the alert is triggered, the notification includes the following information:
- Rule Name: Displays the specific Data Governance rule that was violated.
- Elapsed Time: Indicates how much time has passed since the alert was triggered.
- Alert Message: Explains why the alert was triggered.
- Valid Names List: Shows a list of acceptable values for the field in question, allowing users to quickly choose from approved options and fix the incorrect entry.
- "Click Here to Fix the Name" Button: This button takes users directly to the Filevine Project where the rule was triggered.
- "Add New Values" Button: Allows users to request the addition of a new acceptable value.
For more information on requesting new acceptable values, please read Requesting Acceptable Values in the Neodeluxe Sidebar.
Neodeluxe Sidebar: Alerts Based on Criteria
When a signed-in user saves a Filevine project with associated Criteria-Based Rules and mandatory fields missing, an alert is triggered to notify the user. When the alert is triggered, the notification includes the following details:
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Rule Name: Identifies the rule that was violated.
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Elapsed Time: Shows how much time has passed since the alert was triggered.
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Alert Message: Provides a description for which required fields are still missing.
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Mandatory Field List: Displays a list of all the mandatory mandatory fields by section, with each section's missing fields at the top of the list highlighting the missing fields in yellow.
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"Go To Project" Button: This button directs the user to the exact Filevine Project where the rule was triggered.
Have Questions or Issues?
If you have any questions or you are experiencing issues with using Data Governance AI or the Neodeluxe Sidebar, please contact our Product Support Team:
- Email: help@neostella.com
- Submit a Request: Click here to submit a ticket
Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.
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