How to Send Files to Filevine

Any files attached to a lead in Lead Docket within the Documents tab will be sent to Filevine when a lead is posted to Filevine.

Note: These files are sent in the background after the project is created so there could be a slight delay from when you send a lead to Filevine and when the files associated with that lead appear in Activity.

Step 1 - Make sure any necessary documents are attached to the lead you are wanting to Post to Filevine. This can be done within Lead Docket in the Documents tab of a lead (Files section). See below:

Step 2 - Post the Lead to Filevine via the Pending Filevine tab in the left navigation. 

Step 3 - After 10 minutes or so, the files will appear in your Filevine feed and will already be associated with the project that was posted from Lead Docket.