Mapping Users in Lead Docket to Users in Filevine

Note: To match users in Lead Docket to users in Filevine, the email address of that user has to match the respective user's email address in Filevine.

Step 1 - Go to Manage > Users in the left navigation (only Administrators have this level of access).

Step 2 - Click Edit next to the user you wish to connect to Filevine.

Step 3 - Click Browse to the right of the Case Tracker Code field

Step 4 - Choose the Filevine Contact you wish to associate the Lead Docket contact with

Step 5 - Click the Save button at the bottom of the screen