Filevine’s Org SMS feature is coming soon. This feature may be subject to change.
Filevine can generate an SMS number for an entire Org as well as for individual Filevine projects. The Org SMS number can be used to send and receive texts both from the Org’s mailroom and from individual projects, while the project SMS number can only be used to send and receive texts from that project.
To generate an SMS number for your Org, select “Mailroom” from the main menu dropdown or click on the envelope icon in the top left. In the mailroom, select your Org from the lefthand menu if necessary. If your Org does not yet have an SMS number, you will see a chat bubble icon and “Turn On Texting.” Click here to open the “Set Up Texting” modal.
You will be asked to choose an area code. Select the desired area code, and click “Start SMS.” If numbers with this area code are not available, you will receive an error message. If this is the case, you can try again later or try a different area code.
Once you’ve found an available area code, the number will be assigned to the Org and you will see a blue “Send Text” button under your Org name on the left, with the number listed underneath it.
Once the Org SMS number has been generated, you will be able to use the Org SMS number to send texts from the mailroom as normal. Items and their comments can still be moved to projects from the mailroom.
From the Project
Texts can also be sent straight from a project using the Org number. To send a text from a project, go to that project’s activity feed and click on the vertical ellipsis menu to the right of the “Write a note” text box. Select “Send as text” from the dropdown to view sender and recipient options.
If you have multiple available numbers, you will be able to choose the number you would like to send the message from. If the project has its own SMS number, the project number will be the default. If the project does not have its own SMS number, the Org number will be the default. If the Org has multiple SMS numbers assigned to it, the Org’s default number will be used as the default Org number here as well.
Once you have selected the SMS number you would like to send from, you will select the recipient. In the search bar, you will be able to search for anyall project contact with an SMS number. Click on a contact to view their numbers, and select the number you’d like to send to.
Once the sender and recipient numbers have been chosen, you’ll see “We’ll send this text to [recipient] from [sender]” under the write a note textbox. You can hover over the recipient and sender to see which phone number is being used. Enter your message in the write a note textbox and click “Create” to send the text message as normal.