Filevine Integration - Authentication: Connecting Filevine to Neodeluxe

Who can use this feature?

Admins.

For more information about integrations please visit: Filevine Integration
For more information about roles please visit:
Managing Neodeluxe Users

Follow these steps to complete your authentication, which connects your Filevine Tenant to Neodeluxe.

Adding a Filevine Tenant

Filevine tenant subdomain can be obtained from your Filevine URL, between “https://” and “.”

For example: https://this_is_the_tenant.filevineapp.com

In the Applications connections grid, locate the application with No connection established status.
Click Connect.

For more information on how to obtain the token for a specific application, please visit: How to Get a Filevine API OAuth Access Token.
Repeat this process for each application to be connected.

If the entered token is invalid, the message No configuration found is displayed and the connection is not established.

If a Neodeluxe tool becomes disconnected from Filevine, admins are able to reconnect as follows:

In the Applications connections grid, locate the application and click Reconnect.

The Token field auto-fills with the previously saved Token. Modify the Token if needed, and click Connect.

When the user clicks the View icon, the pre-filled token is masked for security.

However, when the user modifies this field, and clicks the View icon, the newly entered token is revealed.

If you have any questions or you are experiencing issues with accessing or using Filevine Integration, please contact our Product Support Team:

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