🛠 Step 1: Open the Customs Editor

Go to Advanced (top left hamburger menu) > Customs Editor. Select your Case Type, then open the relevant section—usually Intake Info or wherever you'd like the button to appear.

Screenshot showing how to open the Customs Editor and select a Project Type in Filevine — Navigate to Advanced > Customs Editor, then select your Project Type and the section you'd like to edit.

➕ Step 2: Add a Custom Field/Widget

Click the green ➕ next to Custom Fields/Widgets to add a new widget.

Screenshot of Filevine's Customs Editor highlighting the green plus button to add a new custom widget — Click the green ➕ button in the Custom Fields/Widgets section to create a new custom action button.

⚙️ Step 3: Configure the Widget Properties

Fill in the widget details with the following settings:

Create Custom: Widget
Widget Type: Action Button
Action Button Type: Link Button
Widget Prompt: Invite to Quilia
Widget Selector: inviteToQuilia
Icon: Mobile Phone (optional)
Button Title: Invite to Quilia (or check “Same as Widget Name”)
Button URL: https://portal.quilia.com/api/integrations/filevine/invite-client/{{orgid}}/{{projectid}}
Open in New Tab? ✔️ Checked

Advanced Properties:

Row: 1
Order in Row: 1
Visibility: Show, Always

Screenshot of the widget configuration screen in Filevine for adding an Invite to Quilia action button — Use these exact settings to create the Invite to Quilia button: set the widget type to Action Button, type to Link Button, and add the provided URL.

✅ Step 4: Create the Button

Click Create, then preview the Intake Tab to make sure the button is displaying in the correct location.

Integrations

Coming Soon

Zapier Integrations

Adding the “Invite to Quilia” Button to Filevine

🛠 Step 1: Open the Customs Editor

➕ Step 2: Add a Custom Field/Widget

⚙️ Step 3: Configure the Widget Properties

✅ Step 4: Create the Button

Still need help?