Proof

This step by step guide walks through generating a personal access token (PAT) for v2 API users.

How to set up the Proof x Filevine Integration

Create jobs without leaving Filevine with Proof's new Chrome Extension

Using the Proof Chrome Extension

How to Receive Job Updates Within Filevine

Automatically generate expense activities in Filevine.

How to Create Filevine Expense Activities for Proof Invoices

Proof Notifications Delivered to Your Filevine Activity Feed

Julia Leake

Dima Kovalev

Filevine Integration Setup, Best Practices, and Troubleshooting

Filevine

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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