Filevine Integration - Hydration: Syncing Project Data

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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

 

The hydration process syncs Filevine project data to Neodeluxe.

Running Hydration for Synced Projects

  1. In Filevine Integration, go to the Hydration tab.
  2. Click Hydrate Synced Projects.

When the Hydrate Synced Projects process is initiated, the system generates a list of projects that have been synced to Neodeluxe but have not yet been hydrated. It will then begin the process of hydrating these projects in Filevine.

Manually Running Hydration

  1. In Filevine Integration, go to the Hydration tab.
  2. Click Hydrate Synced Projects Manually.


Have Questions or Issues?

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.

 

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