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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

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 Supported
Free Trial Supported

Pricing

$829/mo
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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

Human Resources Supported
Microlearning Supported
Onboarding Supported
Recruiting Supported

Categories

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Not Supported
Electronic Signature Not Supported
Employee Handbook Supported
Employee Portal Not Supported
File Management Not Supported
Job Description Management Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Supported
Tax Forms Not Supported
Training Management Supported

Human Resources Features

360 Degree Feedback Not Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Career Development Planning Not Supported
Compensation Management Not Supported
Compliance Management Not Supported
Employee Database Not Supported
Employee Lifecycle Management Not Supported
Onboarding Supported
Payroll Management Not Supported
Performance Management Not Supported
Recruiting Management Not Supported
Self Service Portal Not Supported
Succession Planning Not Supported
Time & Attendance Management Not Supported
Time Off Management Not Supported
Timesheets Not Supported
Training Management Not Supported

Microlearning Features

Adaptive Learning Not Supported
Asynchronous Learning Supported
Built-In Course Authoring Not Supported
Content Library Not Supported
Evaluation Management Not Supported
Gamification Not Supported
Leaderboards Not Supported
Progress Tracking Not Supported
Quizzes Supported
Rewards Management Not Supported

Recruiting Features

Assessments Not Supported
Background Screening Not Supported
CRM Not Supported
Interaction Tracking Not Supported
Internal HR Not Supported
Interview Management Not Supported
Job Board Posting Not Supported
Job Requisition Not Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Not Supported
Resume Parsing Not Supported
Self Service Portal Not Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Supported
Training Management Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Supported
Colleges / Universities Supported
Evaluation Management Supported
Fee Management Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Not Supported
Scoring Not Supported
Self Service Portal Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Not Supported
Dashboard Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Supported
Risk Management Not Supported
Trend Analysis Not Supported

Digital Signature Features

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

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Supported
Cloud Storage Supported
Comments / Annotations Not Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Supported
Workflow / Approval Process Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

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

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Not Supported
Version Control Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Not Supported
Amortization Schedule Not Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Axis LMS Supported
Box Not Supported
Dropbox Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported
Zapier Not Supported

Integrations

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