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About

Impress your new hires with a web-based preboarding and onboarding experience. Set up all onboardings, send invitations and follow up with reports and statistics. You can upload files, create quizzes, surveys, write articles, embed videos, and other external material. You can add tasks and place them on the newcomer’s timeline. Then you create role-specific or general introduction plans where you piece all the content together. You can create standard notifications and invitation texts, but you can also personalize them for each invitation. The invitation lands conveniently in the newcomer’s phone and/or as an email. All you need to create a user is; name, email address and/or phone number. You can send invites directly or schedule them. For bigger companies, the batch function is useful and there is also an API option available for making automations. Handle vital documentation using the download/upload feature included in Boardon.

About

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want to start onboarding their employees before their first day of work

Audience

Professionals and teams of all sizes, across industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$58 per month
Pricing is for active users (employees) running onboarding plans.
Pay quarterly by card, upgrade/downgrade during the period.
Invoicing available on request
Free Version
Free Trial

Pricing

$829/mo
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.2 / 5
design 4.2 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • Boardon makes it easy to give onboarding a good structure. It is both a tool for formalizing/structure the routines/materials we have, but also to help us develop and professionalize as we grow. Amazingly simple to adjust to our look-and-feel and fill with our content.
  • • Easy to understand the flow • Does the job in a simple way • They listen carefully to customers.
  • The app is really easy to use. The whole process is well documented, which makes it easy for a new user to jump in instantly. Features are pretty much what one SME would need. The app is quite flexible, and the support is really spot on, takes care of all the issues within 24 hours.
  • We love Boardon's ability to be customizable, being in a global company with different needs in different markets being able to have unlimited onboarding plans is a massive plus. What sets Boardon apart from its competitors is the level of support you receive from the team. I love being able to have regular feedback sessions and discussing what our business needs are and how Boardon can support that.

Cons

  • From our perspective all features needed are included, but it is possible that needs could vary according to company size for example.
  • Not much to complain about. Maybe I would have liked to edit text directly in the GUI but since you have a preview right beside the editing it's not a big problem.
  • Once we started using the program, Serbia was not included in the list of supported countries, which made it difficult for us to use the full potential of the app. Especially the text messaging system, However, once we reached out for support, the matters were resolved in a really timely manner.
  • Most of the things we don't like about Boardon - little things such as adding a drag and reorder feature functionality has already been addressed in their next update - name another alternative that will do that.

Pros & Cons from Real Users

Pros

  • The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.
  • Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive.
  • This is such a great service for data and document collection. Personalised branding makes it even better.

Cons

  • Till now I haven't found any downside in this platform.
  • No free plan available. Otherwise it's a great DMS tool.
  • Nothing really, overall ticks all our boxes. All pros!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Boardon
Founded: 2017
Sweden
boardon.io

Company Information

FileInvite
Founded: 2014
New Zealand, United States
www.fileinvite.com

Alternatives

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software
EVA-BOARD

EVA-BOARD

Elevatus
Mortgage Quest

Mortgage Quest

Market Focus
SynaMan

SynaMan

Synametrics Technologies

Categories

Categories

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Microlearning Features

Adaptive Learning
Asynchronous Learning
Built-In Course Authoring
Content Library
Evaluation Management
Gamification
Leaderboards
Progress Tracking
Quizzes
Rewards Management

Recruiting Features

Assessments
Background Screening
CRM
Interaction Tracking
Internal HR
Interview Management
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Self Service Portal

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Admissions and Enrollment Features

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Axis LMS
Box
Dropbox
Google Drive
HubSpot CRM
Microsoft OneDrive
Salesforce
Zapier

Integrations

Axis LMS
Box
Dropbox
Google Drive
HubSpot CRM
Microsoft OneDrive
Salesforce
Zapier
Claim Boardon and update features and information
Claim Boardon and update features and information
Claim FileInvite and update features and information
Claim FileInvite and update features and information