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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Filevine:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select Filevine
  • Select Type as OAuth 2.0 - Client Credentials
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Filevine.