Neodeluxe Filevine Folder: Access & Shared Documentation

  • Updated

Users with the specific roles can access files shared from the law firm in their Client Portal by following these steps:

  1. Navigate to the Projects menu, then select your project.

  1. Click on the Documents List tab, where the shared files (via Filevine Folder) will be labeled as Uploaded via: Public Doc.

    1. From here, you can download the document by clicking the Download icon .