Configure Filevine API credentials, notification settings, and email delivery for your VineConnect® portal
The Admin Settings page is your central hub for configuring VineConnect® to work seamlessly with your Filevine environment. Here you'll manage API credentials, notifications, and email delivery preferences.
Filevine API Credentials
To connect VineConnect® to your Filevine account, you'll need to set up your Filevine API credential using a Personal Access Token (PAT).
Where to add it — Enter your PAT in the API Credentials fieldHow to generate a PAT — Follow the Filevine guide for creating a Personal Access Token in your Filevine accountWhy it's needed — VineConnect® uses this credential to authenticate with Filevine and access your data securelyNotification Configuration
The Notification Configuration tool lets you set up email and in-app alerts for yourself or other VineConnect® admins. You can configure notifications for:
Client Portal feedback — Alerts when clients submit feedback from the "My Team" sectionSMS responses — Notifications for replies from Phase Change SMS, Review Request SMS, Mass SMS, or Verification Code SMSTeam messages — Updates when team members respond in the #clientportal Activity section in FilevineWorkflow execution — Notifications when a mapped and activated workflow runs successfullyClient login issues — Alerts for unsuccessful client logins that exceed two attemptsReview requests — Notifications when Review Request responses meet your configured thresholdDocument uploads — Alerts when clients upload documents to the portalForm submissions — Notifications when clients submit formsManaging notification recipients:
Toggle your notification preferences (email or Filevine Activity section)Enter email addresses in the notification areaClick "Add" to confirm each recipientTo remove someone, click the red "x" next to their email addressEmail Delivery Settings
The Email Delivery Settings control how VineConnect® handles automated outbound emails and client replies.
Default behavior:
Sender email and "From" name default to the Tenant Admin's email and Law Firm Name (set in Client Portal Display Settings)You can override both values with custom sender information
