Sign in to LOIS for Word with Filevine

Documentation Index

Fetch the complete documentation index at: https://docs.loisforword.com/llms.txt

Use this file to discover all available pages before exploring further.

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Firms with Filevine

1. Profile menu: in Filevine, click on your profile picture in the top right corner, and then select LOIS for Word from the dropdown. LOIS for Word will open in a new browser tab.
   
2. Direct signin: go to app.pincites.com and sign in with your Filevine email and password.
   

1. install the add-in
2. open the add-in in Microsoft Word and sign in with your Filevine email and password
   

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Firms without Filevine

1. sign in to LOIS for Word with Filevine
2. use Filevine’s Account Manager tool to invite other users

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Sign in to LOIS for Word with Filevine

1

Go to app.pincites.com and click Continue with Filevine to log in.

2

Enter your email and click Sign In.

If you are asked to select your tenant account, follow the steps in the troubleshooting section below.

3

Enter your password.

Depending on your firm’s SSO, you may be asked for a password. When you were invited, you received an email from reminders@filevine.com with the subject line: “Welcome to Filevine.” This email contains a temporary password. Enter this temporary password on the signin page. You’ll be prompted to change your password. Enter and confirm the password you’d like to use going forward, and then click Change Password.

If you do not see a “Welcome to Filevine” email, you can follow the steps in the troubleshooting section below to reset your password.

4

Set up MFA.

Firms without SSO must set up MFA.Click Set Up MFA. You will receive an email sent to the email address you entered with a confirmation code. Copy the confirmation code from your email, enter it in the sign in page, and click Verify.

Set up at least one additional verification method using either an authenticator app or text message (SMS). Click Set Up next to the desired method. Learn more about Filevine’s MFA setup.

5

You will now be signed in to app.pincites.com.

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Invite other users

1

Sign into app.pincites.com following the steps above.

2

Navigate to the Users section.

Click the Users section in the left side menu (https://app.pincites.com/users). This section is where you’ll manage your users and their roles.

3

Set the default role for new users.

All invited users will have this role when they are invited. Once they’ve been added, users’ roles can be edited in this Users section.We recommend choosing Contract review or Viewer as the default role, rather than Admin. Admins users will be able to invite and manage other users as well as create playbooks and checks. Read more about roles.

4

Click Invite user in the top right corner and then select Go to Filevine.

5

In Filevine’s Account Manager > Users, click Invite to invite other team members. 

6

Invite Users.

Fill out the name and email address of each team member, and assign them LOIS for Word. Then, click Invite. Repeat this process for each user you’d like to invite.

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Troubleshooting

My email isn’t recognized

If, when attempting to sign in, you enter your email and get a message asking to locate your account:

First, check to make sure that you’ve entered your email correctly, and that this is the email provisioned or invited for LOIS for Word. Sometimes, your email is not recognized because the email address is incorrect. If you’ve confirmed the email address is correct, please contact support for help with your tenant key. Reach out to Live Help at support.filevine.com or email support@filevine.com.

I didn’t get an email

If you did not receive a “Welcome to Filevine” email with your temporary password:This current fix requires you to set a temporary password for the initial signin, and then set a permanent password to use going forward. The steps below provide a walkthrough of this process.Navigate to app.pincites.com, and then follow these steps:

1. In the Email Address field, type in the email address that has been provisioned or invited. Click Sign In.
2. Click the Forgot password? link underneath the Sign In button.
   
3. Send a verification code to your email. On the Forgot Password page, confirm the email address is correct, and click Send Code. You’ll receive an email from reminders@filevine.com with the subject line: “Your Filevine verification code.” Open the email and copy the code.
4. Enter the code and create a temporary password. On the Change Password page, paste your verification code and then enter and confirm a temporary, one-time password. Click Change Password.
   You will only be able to use this password for the initial signin, so if you already have a password you’d like to use, enter a different one here. There are several password generators available online for free. Just make sure to hang on to the generated password until you’re prompted to reset again.
5. Use your temporary password to sign in. You’ll be taken back to the signin screen. Enter your email and the temporary password you chose, and then click Sign In.
6. Set your permanent password. You’ll be prompted to change your password one last time. Enter and confirm the permanent password you’d like to use going forward. Click Change Password.

Once these steps are complete, you’ll continue the regular sign in process steps.

I’m asked to select my tenant account

If you are prompted to select your tenant account:Select your tenant account from the list. If you do not see your tenant account listed, contact support. Support can provide you with your tenant key, which you can enter to locate the account. Reach out to Live Help at support.filevine.com or email support@filevine.com.