Double is one of the practice management tools Filed connects to. Analyst works directly with Double's API, so it can look up clients with their details, contacts and properties, list tasks with their comments and assignees, browse a client's files and folders, and read Metrics tabs, visuals and variables. It can also review users, branches, organizers, posts, timers and the activity log.
Read access is always on. Write access is a separate switch. With it on, Analyst can create, update and delete these records when you ask, for example creating a custom Metrics tab or reassigning a task. It runs each change once, and if Double rejects it, Analyst tells you Double's reason.
The connection uses an API key: a client ID and client secret that a Double super admin generates once for the whole practice.
How it works
- Look up clients, contacts and properties
- See tasks, comments and who they are assigned to
- Browse client files and read Metrics
- Create, update and delete records with write access
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Which clients have open tasks in Double due this week?
List the files for the Okafor Family Trust in Double.
With write access on, reassign the open review tasks for Reyes Holdings to Mara in Double.
The questions firms ask us
A Double super admin generates an API key under Practice Settings > Practice Management > General. Paste the client ID and client secret into Filed under Plugins, and the connection becomes active once Filed confirms the key works.
Only when write access is turned on for the connection. With it on, Analyst can create, update and delete records such as tasks and Metrics tabs when you ask. Clear Write if Filed should only read.
Double does not appear in Client Import. Work with Double data through Analyst instead.