Neodeluxe Glossary

Neodeluxe Terms and Definitions

This guide provides clear and concise definitions for terms you may encounter while engaging with Neodeluxe products.

Neodeluxe

Actions: Options to edit, update, publish, or view statistics.
Change Password Button: Initiates the process of updating an account’s password.
Filevine Collections: Manage Filevine collection sections and fields that are displayed in the client portal, without needing the Portal Users & Info Section.
Preferred Communication Method: User-selected preferences for receiving notifications or messages, such as via email or SMS.
Drag-and-Drop: Rearrange fields, sections, or documents by visually dragging and dropping.

Email: Used for communication and account identification.
Field: An area where users input specific information.
Field Codes: Special identifiers or commands that control field behavior and functionality.
Field Instruction: Notes or tips displayed next to fields to guide users.
Is Active: Indicates the status of an item.

Log Out: Ends a user’s session securely.
Name: This column shows the name of the project that is listed in your database.
Search Bar: Search and filter information.
Status: Indicates whether data is live or in draft.
System Settings: Administrator-level controls to configure system-wide preferences, such as theme preferences.
Theme Preferences: Customize the display of Neodeluxe in either light mode or dark mode.
User Settings: Personal information management, including name, email, phone, and password.

Data Governance

Acceptable Expression: A regular expression (regex) defined by an admin to validate data patterns in a specific Filevine field. If a field input does not satisfy the regular expression pattern, an alert is triggered.
Acceptable Value: An approved entry for a specific Filevine field, set by an admin. Alerts are triggered when inputs do not match the acceptable value.
Alert: A notification indicating a rule violation within a Filevine project.

Condition: The building blocks for criteria; a specific requirement(s) or logical statement(s) that must be met in a Filevine project for a rule to be triggered.
Criteria: Criteria refers to a set of conditions defined in a flow that must all be met for a project to enter or exit the flow.
Password: A secret combination of characters for login and account access.
Phone Number: Contact number for communication or verification purposes.
Project Type: Filevine project templates with consistent setups, including sections and layouts.
Project Type Class: Further categorizes projects by specific characteristics. E.g., a "Immigration" project type could have classes like "Immigration China" or "Immigration USA."
Regular Expressions (Regex): Patterns used for validating text inputs.
Rule: A predefined set of input validations to ensure data consistency, accuracy, and compliance. Rules can also control user permissions.
Rule Type: Categories of rules that can be applied via Data Governance AI.

Client Portal

Condition: The building blocks for criteria; a specific requirement(s) or logical statement(s) that must be met in a Filevine project for a Flow to be triggered.
Conditionals: This is an editing option to refer to properties that are applied on a per-field basis.
Copy View From & Copy From Role: Copy configuration settings from one role to another, ensuring consistency across roles.
Criteria: Project parameters configured in a rule to determine when a project should enroll in a Flow.

Destination Field Name: When mapping fields, customize the display name of a Filevine field in the portal.

Role: Defines the available roles for a Client Portal project. In Filevine, you can add and define up to 10 roles per project, tailoring access to different team members.

Source Field Name: Fields from a Static Section that can be displayed in the Client Portal.
Static Form: A form that is always visible and open for Client Portal users to edit. The admin assigns specific roles to access these forms. Unlike other forms, it does not rely on a Flow or Message to be available.
Only Visible to Owners: This column shows the option to choose if a field should be only visible or not to owners.

Forms

Add Field Menu: Where specific fields are added to forms.
Advanced Layout: This area for reordering or adding new fields to forms.
+ Create Portal Form Button: Launches the form builder to create a new form.
Description Fields: Use a rich text editor to add details about a section in a form.
Field Layout: Determines field size, which ranges from one to four columns.
Field Name: This column shows the field names automatically populated with data from Filevine.
Field Position: Move fields to different spots within the section.
Field Settings Section: This is where you control how each field looks and works.
Field Type: This column highlights the field type automatically populated with data from Filevine.
Field Type: This is where you can choose between different types of fields: Input fields and Description fields. Input fields allow you to include fields from Filevine, while Description fields are for plain and personalized text only.
Filevine Field Name: The original name of the field as it appears in Filevine.
Form: This is the structure that holds sections and fields used to input information.
Form Builder: This area for setting up a new form.
Form Settings: Controls the layout and functionality, including name, status, project type, form type, and description.
Form Type: Defines the display and usage type (task form, project form, static form, ATM form).
Input fields: Editable fields where users can input information.

Name Form: Title of your form, visible internally and to use.
Portal Field Name: A custom name you can assign to the field for clarity or personalization. This is only reflected on the Neodeluxe Portal.
Project Details: Information about the project connected to this section.
Project Form: An internal form accessible in the Project Form section. Users need the appropriate permissions to view and use these forms.
Section Name: Title of the section within a form (e.g., "Employment History").
Section Settings: Customizable properties of the form section.
Section Template: A predesigned layout you can use to structure your section.
Section Type: Type of section available for a form (Form, Collection, or Project Detail).
Static Form: A form that is always visible and open for Client Portal users to edit. The admin assigns specific roles to access these forms. Unlike other forms, it does not rely on a Flow or Message to be available.
Source Section: Displays the available Filevine Project Type (Static Sections) with fields that can be integrated.
Task Form: Linked to a specific flow message and assigned as a user’s task.