Users can receive email, text, or Slack notifications for Filevine’s tasks and notes, Fusions, Mailroom, and more.
Notifications are found in Setup, which can be accessed by clicking on your profile picture in the top right of the page and selecting “Notifications” from the dropdown menu. There are two types of notifications:
- immediate notifications, which are sent when the event occurs, and
- daily digest notifications, which are emailed daily and can include an overview of notes, tasks, or upcoming deadlines.
Under the “Immediate” tab, you’ll find the list of events in Filevine that can trigger immediate notifications. These notifications can be emailed, texted, or sent as Slack notifications.
Check any of the events you would like to receive notifications for.
Immediate notifications can be sent by email or through text or Slack once they have been configured. Click on the “Configure Notification Methods” tab to set up either method.
To set up text notifications, enter your number and then enter the verification code you receive on your phone.
To set up Slack notifications, click “Sign in with Slack.” You will be asked to provide your company's slack domain and your Slack credentials. You can then select the channels where you want to receive the notifications. You can specify a Slack channel for every notification trigger.
Once text or Slack has been configured, you will be able to check immediate notifications for those methods as well.
Daily digest notifications are sent via email in the morning or the evening. The daily digest is a short list of key updates on notes, tasks, and upcoming deadlines
To set up daily notifications, check any of the events you would like to receive notifications for either the morning, the evening, or both.