Lead Docket Admins can map Lead Docket users to Filevine users, or team members, as well as Filevine contact cards. Mapping Lead Docket users to Filevine users enables role mapping, while mapping Lead Docket users to Filevine contacts enables person field mapping.
Note: To map users in Lead Docket to users in Filevine, the email address of that user must match the respective user’s email address in Filevine.
Navigate
In the left side menu, click Manage, and select Users from the dropdown.
In the Users section, locate the user that you wish to connect to Filevine, and click Edit beside the user.
Map to a Filevine User
Mapping a Lead Docket user to a Filevine user, or team member, will allow you to map the user’s roles and project-level permission in Filevine.
To map the user to a Filevine user, click Browse to the right of the Filevine User ID field.
In the opened modal, choose the Filevine user that you wish to associate the Lead Docket user with. If you do not see the desired user, then your Filevine organization does not have a user with an email address that matches the Lead Docket user’s email address.
Once you’ve selected the desired user, click Save at the bottom of the Edit User form.
Map to a Filevine Contact
Mapping a Lead Docket user to a Filevine contact card will allow you to map to the field in the contact card.
To map the user to a Filevine contact, click Browse to the right of the Filevine Contact ID field.
In the opened modal, choose the Filevine contact that you wish to associate the Lead Docket user with. If you do not see the desired user, then your Filevine organization does not have a contact with an email address that matches the Lead Docket user’s email address.
Once you’ve selected the desired contact, click Save at the bottom of the Edit User form.
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