1. Filevine Advanced Settings

  1. In the top right corner, click your avatar or initial.

  2. Click the Advanced link.

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2. Service Account

We are going to create a new Service Account for Quilia App, we will use this later on to get the Personal Access Token (PAT).

  1. Select Service Accounts
  2. Select your Organization name
  3. Click “+New”

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  1. Name the Service Account “Quilia App” so we can recognize it later.

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  1. Click the top dropdown and select your organization. Select All Permissions and save.

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3. Create New PAT

  1. Now in the top right corner click the letter or avatar for your user, and you will see the link for Manage My Account.

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  1. Click the Access Tokens link in the left menu, then “+ New” in the top right corner.

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  1. Refer to the image below:

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