Sign in to LOIS for Word with Filevine

Step-by-step instructions for signing in to LOIS for Word using your Filevine FVID, including options for firms with and without a Filevine account

This article discusses how to sign in to LOIS for Word. The steps to sign in are dependent on whether your firm also has Filevine.

Firms with Filevine

Account Admins can add the LOIS for Word product in Account Manager > Users, just the way they would for other products. Learn more.

Once an Account Admin has granted access, you can navigate to LOIS for Word using one of the following methods:

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

To use the Word add-in:

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

Firms without Filevine

One user will be provisioned for LOIS for Word. This user will:

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

Sign in to LOIS for Word with Filevine

If another user has provisioned or invited you, you can follow the steps below to sign in to LOIS for Word with Filevine. The steps may vary depending on whether your firm has set up a third-party SSO.

The steps below show how to sign in to LOIS for Word’s web application. Once you have installed the LOIS for Word add-in, you can use the same steps to sign in to the add-in.

1. Go to app.pincites.com and select Continue with Filevine to sign in.

   
2. Enter your email and select 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 [e-mail] 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 select 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.

   Select Set Up MFA. You receive an email at the address you entered, with a confirmation code. Copy the confirmation code from your email, enter it on the sign in page, and select Verify.

   

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

   
5. You are now signed in to app.pincites.com.

Invite other users

1. Sign into app.pincites.com following the steps above.
2. Navigate to the Users section.

   Select the Users section in the left side menu (https://app.pincites.com/users). This section is where you 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. Admin users will be able to invite and manage other users as well as create playbooks and checks. Read more about roles.

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

   
5. In Filevine’s Account Manager > Users, select 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, select Invite. Repeat this process for each user you’d like to invite.

   

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 [e-mail].

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. Select Sign In.
2. Select 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 select Send Code. You’ll receive an email from [e-mail] 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. Select 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 return to the signin screen. Enter your email and the temporary password you chose, and then select 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. Select Change Password.

After you complete these steps, continue with the regular sign in process.

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 [e-mail].