Neodeluxe Filevine Collections

Summary

This article explains how Admins can map Filevine Collections and determine how their fields appear in the Client Portal.

Filevine Collections Interface

1. Go to the Admin menu and navigate to Filevine.
2. Select Filevine Collections.

3. The Filevine Collections interface allows Admins to configure how the Filevine Collections and fields are displayed in the Client Portal for each Project Type. The interface displays the following information:

1. Project Type: Displays the list of existing Project Types in Neodeluxe from Filevine.
2. + Filevine Collection: Allows adding Filevine Collections for the selected Project Type.
3. Collections: Name of the Collections configured for the selected Project Type.
4. Fields: Fields that will be displayed for the Collection in the Client Portal.
5. Title:  Title that will be displayed to help portal users identify each item of a Collection.
6. Actions: Contains the following icons:

• Edit: Edit configured and saved Collections.
• Delete: Permanently delete configured and saved Collections.
• Save: This icon appears when the +Filevine Collection button is clicked, and a new row is included to configure a Collection. It becomes enabled once the required fields are filled, allowing to add the configuration in the list.
• Cancel: This icon appears when the +Filevine Collection button is clicked, and a new row is included to configure a Collection. Allows to cancel the action.

7. Save: Save the changes applied to the list records.
8. Cancel: Cancel the changes applied to the list records.

Configure Filevine Collections

Follow these steps to configure Collections from a Project Type:

1. In the Filevine Collections interface, select the Project Type.

The list displays the configured Collections for the selected Project Type.

2. Click the + Filevine Collections button. A new row is added to the list.
3. Select the Collection name from the dropdown.

4. Select the Fields you want to display.

5. In the Title field, select a title to help users identify items in the Collection.

6. Click the Save icon to add the setup to the list.

7. To save the configured Collection, click the Save button.

The message Filevine Collections Updated appears in the bottom-right corner of the screen.

Edit Filevine Collections

1. In the Filevine Collections interface, select the Project Type that contains the configured Collections you want to edit.
2. Locate the Collection to edit, and click the Edit icon.
3. Modify the Fields and/or the Title, then click the Save icon to add the changes to the list.

4. To save the modification, click the Save button. The message Filevine Collections Updated appears in the bottom-right corner of the screen.

Delete Filevine Collections 

1. In the Filevine Collections interface, select the Project Type that contains the configured Collection you want to delete.
2. Locate the Collection to delete, and click the Delete icon . The Collection is removed from the list.
3. To save the changes, click the Save button. The message Filevine Collections Updated appears in the bottom-right corner of the screen.

Troubleshooting and FAQs

Why Can’t I Configure Filevine Collections? 

When the selected Project Type does not have any available Collections, the list will appear empty, displaying the message: There are no Filevine Collections available for this specific Project Type. As a result, the Collection configuration cannot be performed for that Project Type.

Why is the + Filevine Collection Button Disabled? 

The  + Filevine Collection is disabled when:

• All the Collections have been configured for the selected Project Type.
• The selected Project Type does not have available Collections.

Why Were the Changes in the Collection Configurations Not Saved?

The Save icon allows you to add the changes to the list, but the changes are not saved until the user clicks the Save button.

To save any modification or deletion, ensure you click the Save button located at the bottom-left corner of the screen.

Why Didn’t the Collection Configuration Delete? The Delete icon allows you to delete the Collection from the list, but the changes are not saved until the user clicks the Save button.

To save any modification or deletion, ensure you click the Save button located at the bottom-left corner of the screen.

Have Questions or Issues?

If you have any questions or you are experiencing issues with the Filevine Collections setup, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

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