USClaims Admin: FAQs and Troubleshooting

  • Updated
  • If you can't find the project type, make sure the mapping was set up correctly. Verify that the project types are configured as explained here: Filevine Template Setup.

How to Configure a Contact Card/Person Field?

When a Contact Card/Person object is selected in Field, an additional field is displayed to choose the field within the object.

Make sure you are selecting the correct field within the Contact Card, as these objects in Filevine contain different fields.

How to Configure a Custom Map for Dropdown Fields

When a dropdown field is mapped, each option from the field in Filevine should be configured to the default option in the USClaims setup.

When the Filevine dropdown options match the default Options in the Options Mapping Configuration, this configuration is not required.

  1. Click the Options Mapping Configuration iconin the Actions column, then the Options Mapping Configuration window will be displayed:

  1. Click the Option dropdown to display its available options.
  2. Select the desired Option from the list.
  3. In the Source field, type each Possible Other Value, pressing Enter to add it.

Note: These should match your project's dropdown fields options.

  1. Click Save to apply the changes.

For example: If the dropdown field State of Jurisdiction in shows the list of US state abbreviations, but the Filevine dropdown contains the list of full state names, the user can use the Options Mapping Configuration to add for each Option (in this case the state abbreviation) the Possible Other Values in Source (In this case the state full name in the corresponding source: Filevine).


Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe USClaims, 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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