Note: The Filevine functions discussed in this article are available to Admin-level Filevine users who can can access and edit the following areas of the Filevine platform:
Integrations
Service Accounts
Import/Export Custom Templates permissions within the Customs Editor (see reference image below)
Access Tokens
If any of the above permissions are not accessible to you, please reach out to Filevine Customer Support or to your Filevine setup consultants for assistance, as InfoTrack cannot activate those permissions for you.
InfoTrack can be added to your Filevine instance by any Admin-level Filevine user with the permissions listed in the blue box above.
To get started, follow the steps below—or book a demo to have an InfoTrack expert walk you through the process via screenshare.
Step 1: Activate the integration with InfoTrack
Once all permissions have been verified, we can continue with the setup process inside Filevine.
In the top left corner, click the hamburger (three horizontal lines) icon > Advanced > Integrations.
Search for InfoTrack and activate both (white icon and dark blue icon) applications that appear.
Step 2: Generate the Service Account
Click the top left hamburger (three lines) icon > Advanced Settings > Service Account.
Create a new service account and name it “InfoTrack”. Provide all permissions.
Copy the email address it generates for use in Step 3.
Step 3: Generate Personal Access Tokens
Go to the top right Account drop-down menu > Manage My Account > Access Tokens.
Create a new personal access token (PAT). Select all API permissions.
Paste the email address you created in the Service Account step into the User field. Do not close out the modal that appears with the code.
Step 4: Provision your account
Navigate to integrated.infotrack.com. (You may wish to bookmark this page for future use.)
Complete the InfoTrack onboarding process.
Once you have reached the home page, click the circle with your user initials in the top right of your screen and choose Integration settings from the drop-down menu.
Copy your personal access token (PAT) and the Service Account email address in the space provided.
Click Validate. The green confirmation toast should appear to verify that the information was input correctly. Click Save.
Step 5: Import a custom section to launch InfoTrack from your Filevine projects
Note: Filevine users must have the necessary permissions to import custom sections.
Admin users can check these permissions by clicking their account menu button (the circle with your user initials on the top right) > Filevine Settings > Orgs > Advanced Access, then searching for the client’s account.
For the instructions below to work, both of these settings must be switched on:
Customs Editor
Import/Export Custom Templates
Once you have verified you have the necessary permissions as outlined in the blue box above, complete the following steps:
Step 1: Download this InfoTrack section file via OneDrive.
Step 2: Back inside the Filevine Project Hub, click the hamburger menu on the top left and navigate to Advanced > Customs Editor.
Step 3: Click Import/Export (top right corner) and Import Section into [Project Name]. Choose the InfoTrack section file you just downloaded (InfoTrackLinks0924.fvst).
Step 4: After importing the section, go back into any Filevine project and click the InfoTrack Links section in the left-hand menu.
Step 5: Launch into InfoTrack using the Matter View button.
Step 6: On the login page, choose Sign In with Filevine.
InfoTrack should now be integrated with the Filevine project you launched from.
Complete your InfoTrack setup: To facilitate the uninterrupted access to Filevine that the InfoTrack integration requires to sync documents and expenses, it may be necessary to adjust your Filevine user settings.
Need help from an InfoTrack expert?
We'd be happy to assist with your Filevine integration setup via screenshare.