Org-Level Texting

An unassigned texting number can be used to send and receive texts both from an Org’s mailroom and from individual projects. You will still be able to use the unassigned number to send texts from the mailroom as usual. Items and their comments can still be moved to projects from the mailroom. Learn more about texting in Filevine and the applicable regulations.

Sending from the Project

Texts can be sent straight from a project using either a project number or an unassigned number. To send a text from a project, go to the project’s Activity Feed and select Add new activity. In the menu along the top, click Send a Text.

The sender number will automatically fill with the default number for that project. If you have multiple available numbers, you can expand the “Send From” dropdown to select a different number. If the project has its own SMS number, the project number will be the default. If the project does not have its own number, the Default Org Number will be the default.

Once you have selected the sender number, select the recipient. In the "Send To" dropdown, you can search for and select any project contact with an SMS number. If the selected contact has multiple SMS numbers on file, you can then choose which number to text.

Best Practices

You can use one unassigned number across many different projects. Below are some best practices and tips to help you maintain clarity between different numbers and different projects:

• Use the unassigned number for all new clients.
• If you have the same client on multiple recent or ongoing projects, using different numbers, or a project-level number for each of those projects, will help you maintain clarity in texting conversations.
• When cases with project-level numbers are archived, their numbers will become available as Org numbers in the Org Phone Numbers Advanced tool. These numbers can be used as Org numbers or removed to reduce clutter.