Filevine for Guests

This article discusses how to use Filevine as a guest, including how to sign up for and log into Filevine and how to view and interact with case information. For more information about what guests are and how to share case data with guests, read Project Permissions.

Logging In

As a first-time guest, you will receive a “Welcome to Filevine” email prompting you to log in. Click Sign in to Filevine, and then enter your email address and temporary password.  You’ll be prompted to set a new password before proceeding into Filevine.

For Returning Users

If you’ve previously accessed this Filevine organization and remember your login information, you can simply sign back in to Filevine.

Can’t remember your login information? Navigate to the login page, and then click Forgot Password. Learn more about resetting your password.

Viewing the Case

Upon logging in to Filevine, you will be taken to your task page. If it’s your first time logging into Filevine, you might not have any assigned tasks yet.

To navigate to your case (known as a project in Filevine), use the “Search for a Project” field in the top right corner. Begin entering the name of the project and select it from the dropdown. Talk to your firm to receive the name of or link to your case.

In the project, you will see a menu with sections on the lefthand side. ​As a guest, you will automatically have access to both the Activity and Docs sections. However, you are only able to view activity items and documents that have been shared with you by another user.

Activity Feed

The Activity section, or Activity Feed, is the space in a project where team members communicate with each other through notes and assign tasks. Team members can also comment on notes or tasks in response.

As a guest user, you can view items that have been shared with you by another user, items that you have been tasked on, and items created by you.

To learn more about the various types of activity items and how to create them, read the Activity Items article.

Docs Section

The Docs section is the primary location for managing all of a project’s documents. The Docs section can be used to upload important documents for all users in this project to view. 

As a guest user, you can view documents that have been shared with you by another user and documents that you have uploaded.

Double-click on a document to open a preview (for all available file types). Click on a document in the list and then click on the information icon in the top right to view more details about the document.

To upload a document, navigate to the Docs section and select the Upload icon along the top. This will open the Upload modal, where you can add files by dropping them into the “Drop files here” box or selecting the Add Files button.

Additional Sections

Your firm may choose to share other sections of the project with you. If you have access to additional sections, these will appear in the lefthand side menu. 

For example, your firm may share a section called “Intake” that contains all of the information collected during your initial call or meeting. Your firm can choose to grant you either Editing or Read-Only access to these additional sections.

Heads Up!

Guest users cannot download or view attached files in additional sections, even if that file has been shared with them. Guests can view or download shared documents either as attachments in the Activity Feed, or in the Docs section.

Viewing Contacts

Guests may be able to view contacts and add a contact to a person field, depending on their permissions. 

If adding a contact to a person field, non-Org guests—guests invited at the project-level rather than at the Org-level—can search and select any contacts in the sections they’ve been given access to. Org-level guests can search and select any contacts across the Org to add to a person field.

Org-level guests can be granted the permission to edit or create new contacts upon invitation, depending on their contact permissions. Non-Org guests do not have the option to edit or create contacts.