Missing a Field When Creating a Rule

  • Updated

If you're unable to find a field in the dropdown list while creating a new Data Governance AI rule, consider the following:

1. Daily Filevine Data Sync

Keep in mind that the data sync from Filevine occurs automatically once a day. Any changes or configurations made in your Filevine Project templates, including the creation of new Project Types, will automatically be available in Neodeluxe the following day.

2. Perform Manual Data Sync

If you need immediate access to new fields or changes, perform a manual data sync by refreshing the Flows Data Source. For detailed instructions on this process, read the article Manually Refreshing the Data Source in Neodeluxe.

NOTE: Neodeluxe will soon support real-time automatic 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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