What this article helps with: Finding what Hona writes to your Filevine projects.
Texts. Hona keeps one threaded note per project for texts, tagged #HonaSMS. Each text, including texts from Lia, is added as a comment on that note. The note is pinned to the project by default. Ask your Hona account manager to unpin it or to add a suffix to the tag.
Notifications and form submissions. Phase updates, form requests, e-signature requests, review requests and form submissions are logged as notes tagged #Hona. Your firm can tag form submissions #HonaForms instead.
Calls. When the AI Receptionist takes a call from a caller Hona matches to a case, the summary is logged as a phone call note on the project.
Documents. Files from texts, forms and e-signatures upload to the project's documents. To use a folder, ask your Hona account manager to set an upload folder name. Hona uploads into the folder with that name on each project.
Author. All Hona activity is logged under the Hona service account.
Related articles: Filevine Integration Setup, Syncing: Data Pushing & Logging.