Missing a Project Type When Creating Rule

  • Updated

When creating a Data Governance rule, if you can't find a Project Type in the dropdown list, follow these steps:

1. Ensure the integration between Filevine and Neodeluxe is fully completed. For detailed instructions, please read Filevine Integration Setup.

2. After confirming the integration is fully setup, manually refresh the Flows Data Source to update the available options. For guidance on this process, refer to the article Manually Refreshing the Data Source in Neodeluxe.

NOTE: Neodeluxe will soon support real-time, data synchronization.


Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Data Governance AI, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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