Filevine’s Team Chat allows users to have quick conversations in a window that can be opened anywhere in Filevine. Save time by discussing your work all within Filevine.
The Chat window also includes Ask AI, where you can ask questions about Filevine and receive project-specific information summaries and more. Learn more about Ask AI.
Start a Team Chat
A new team chat typically starts with an artifact in Filevine. Chats can also be started from the Chat window, and artifacts can be added to already-existing chats.
What is an Artifact?
Artifacts are pieces of Filevine that can be connected with a chat. Members of the chat can then link to the artifact from the Chat for a quick reference. Multiple artifacts can be added to a single chat.
The name of the project appears above the artifact in the chat. Multiple artifacts are grouped by project.
Items in the user Feed, the Tasks list, and a project’s Activity feed can be added to a chat as artifacts. Projects in their entirety can also be added as artifacts upon the creation of a new chat. Artifacts can be added to an existing chat, or used to create a new chat.
Add an Artifact to a Chat
Navigate to the desired artifact in Filevine, in your Feed, your Task page, or the Activity feed of a project. On the relevant item, click the vertical ellipsis, and click Add to Sidebar to add the artifact.
If you have an existing chat open in the chat window, the artifact will be added to that chat. If you are on the main page of the chat window, a new chat will be created.
You can also use tasks in the activity feed to quickly create a chat with you and the tasked user automatically added. When creating a task, select the Notify via new Sidebar option.
Entire projects can be added as artifacts to a new chat. Create a new chat, add people, and then click the Add Project button at the bottom of the chat.
Set Up a Chat
If you are creating a new chat, enter a topic or name for the chat. The chat topic can be edited at any point by clicking on it. Next, select users to add to the chat. The list shows all users who share an Org with you. Begin typing to filter the list and choose one or more team members.
Note: Users must have logged in since chat was added to appear in this list. If you do not see a user’s name, they may not have logged in yet.
Once you’ve selected all users, click Add to Chat. Additional users can be added to the chat later, and can see all messages in the chat. Users cannot be removed once they’ve been added to a chat.
Once you’ve added team members to the chat, enter your message in the Write a message… box and click Save to begin the chat.
Artifacts appear at the top of the chat, under the topic name. Click the artifact to be taken to it. If there are multiple artifacts in the chat, hover over the “+#” to view additional artifacts.
Start a Chat From the Window
Team chats can also be created from the chat window. Open the chat window and click Team Chat at the top right to begin a new chat. (You can also begin an Ask AIthread here—learn more about Ask AI.)
You can then enter a topic and select the users for the new chat as usual.
Add to a Chat
Once a chat has been created, you can add people to it, add or remove artifacts, and create a note from the chat.
Add Teammates
If you’d like to add other users to this chat, click into the chat and then click Add teammates. .
Search for and select users from the list, and then click Add to Chat to add.
Add and Remove Artifacts and Documents
Multiple artifacts can be added to a chat. To add an artifact to an existing chat, open that chat in the chat window. Navigate to and open the desired artifact. Click the item to open it, and select Add to Sidebar.
You can also add a project document to the chat, by clicking the paperclip icon in the write a message… textbox.
To remove an artifact or document, click the “x” beside it. All members of the chat can add or remove artifacts and documents.
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