+
+

Related Products

  • Centrex Software
    18 Ratings
    Visit Website
  • ONLYOFFICE Docs
    715 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Apryse PDF SDK
    172 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website
  • Nutrient SDK
    113 Ratings
    Visit Website

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.

About

We are the bridge between paper and the cloud, our seamless PDF workflows help you achieve greater impact with less administration. Edit PDFs within Google Workspace. Open Lumin directly from Gmail, Google Drive, or Google Classroom. Uploading old documents to the cloud has never been easier. Get your team on the same page with real-time feedback and manual tools. Submit work, negotiate terms, and sign everything with Lumin Sign. Enjoy our comprehensive free plan for K-12 teachers and students. Our products are implemented using a rigorous and constantly updated security system. We also have a Google-verified storage system that ensures your files never have to leave Google Drive. Collaborate with your current colleagues and attract new ones with Lumin and Lumin Sign. Our innovative solutions are great on their own, but together they're even better. Lumin reduces the comings and goings of your team. With a cloud workspace integrated with Google, you can collaborate in real-time.

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

Audience

Professionals and teams of all sizes, across industries

Audience

Teams and individuals interested in a solution to manage and easily edit PDFs anywhere

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$9 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Lumin PDF
Founded: 2014
New Zealand
www.luminpdf.com

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
SODA PDF

SODA PDF

Avanquest
SynaMan

SynaMan

Synametrics Technologies
Adobe PDF Library SDK

Adobe PDF Library SDK

Datalogics Inc.
Foxit PDF Editor

Foxit PDF Editor

Foxit Software

Categories

Categories

Digital Signature Supported
Forms Automation Supported
PDF Supported
PDF Compressors Supported
PDF Converters Supported
PDF Editors Supported
PDF Merge Supported
PDF Readers Supported
PDF Splitters 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

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

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

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

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

Google Drive Supported
AccessOwl Not Supported
Axis LMS Supported
Box Supported
Dropbox Supported
Gmail Not Supported
Google Classroom Not Supported
Google Workspace Not Supported
HubSpot CRM Supported
Lumin Sign Not Supported
Microsoft OneDrive Supported
Salesforce Supported
Zapier Supported

Integrations

Google Drive Supported
AccessOwl Supported
Axis LMS Not Supported
Box Not Supported
Dropbox Not Supported
Gmail Supported
Google Classroom Supported
Google Workspace Supported
HubSpot CRM Not Supported
Lumin Sign Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported
Zapier Not Supported
Claim FileInvite and update features and information
Claim FileInvite and update features and information
Claim Lumin PDF and update features and information
Claim Lumin PDF and update features and information