USClaims: Complete Onboarding

Throughout this article, your organization's Admin, and your team will be able to configure Neodeluxe, and use the USClaims solution. This article outlines the responsibilities of your organization's Admin and team members for configuring and using the USClaims solution within Neodeluxe.

Summary

The USClaims option in the Neodeluxe Sidebar enables Filevine users to easily submit a funding request directly to USClaims. Information can be:

• Automatically populating the required fields with specific information from a Filevine Project using the Autofill Form button, or
• Manually enter the information into the Neodeluxe Sidebar. 

Involved Users and Required Roles

• Portal Admin: Oversees the setup of Neodeluxe and user roles.
• US Claims Admin: Configures USClaims mapping for Autofill setup.
• US Claims User: Submits funding requests in the Sidebar.
• account*: Required baseline access role for all users in Neodeluxe.

Portal Admin: Responsibilities

The Neodeluxe Portal Administrator user (with Portal Admin role) is responsible for the initial setup of Neodeluxe and user access configuration:

1. Initial Neodeluxe Setup

• Access Neodeluxe using the URL and username provided via email.
• Create a password.

2. Filevine Integration

• Connect your organization's Filevine Tenant to Neodeluxe.

3. Filevine Template Setup

• Complete the Filevine Template Setup for each Filevine Project Type, and optionally auto-add users to Neodeluxe from a Filevine report.

4. Manually Create/Edit Users

• If users are missing or need updates, create or edit them manually, and assign the appropriate roles:
  • Assign the account, and USClaims Admin roles to users responsible for configuring the USClaims feature in Neodeluxe.
  • Assign the account, and USClaims User roles to users responsible for using the USClaims feature in the Neodeluxe Sidebar.

5. Add User Groups (Optional)

• Use the User Groups feature to create groups of users and assign roles to the entire group in bulk.

US Claims Admin: Responsibilities

The US Claims Administrator user (with USClaims Admin role) is responsible for configuring the mapping for each Project Type:

1. Initial Neodeluxe Setup

• Access Neodeluxe using the URL and username provided via email.
• Create a password.

2. Neodeluxe Sidebar Setup

• Download the Nedeluxe Sidebar, and log in by using your Neodeluxe credentials.

3. USClaims Mapping

• Map the fields for each Filevine Project Type in Neodeluxe to enable the Autofill Form option to automatically fill the corresponding fields in the Neodeluxe Sidebar.

USClaims User: Responsibilities

The US Claims User (with USClaims User role) is responsible for submitting funding requests through the Sidebar while working in Filevine:

1. Initial Neodeluxe Portal Setup

• Access Neodeluxe using the URL and username provided via email.
• Create a password.

2. Neodeluxe Sidebar Setup

• Download the Nedeluxe Sidebar, and log in by using your Neodeluxe credentials.

3. Submit Funding Requests Through the Neodeluxe Sidebar

• Submit funding requests through the USClaims option in the Neodeluxe Sidebar.

Have Questions or Issues?

If you have any questions or are experiencing issues with USClaims, 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.