Setting Up the Filenote AI Platform
Get up and running in 3 simple steps:
Step 1 — Log In to the Filenote AI App
Go to app.filenote.ai and sign in with your Microsoft credentials.

Step 2 — Grant IT Consent
Your IT administrator needs to approve the platform before you can proceed. Forward them the message below:
| ⚠ Action Required "Hi IT Team, please click this IT Admin Setup Link to grant our team access to the Filenote AI platform." |
Step 3 — Link Your Microsoft Account
Once logged in, navigate to the Getting Started tab and click "Connect Microsoft."

| ✓ Need to add support staff? Access for your support team is completely free — no extra charges. Email their addresses to support@blvsolutions.com. |
| ? Want a guided walkthrough? Book a 20-minute onboarding call |
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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