Audience

Professionals and teams of all sizes, across industries

About FileInvite

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.

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Pricing

Starting Price:
$829/mo

Integrations

API:
Yes, FileInvite offers API access
See Integrations

Ratings/Reviews - 3 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5
More Reviews for FileInvite Write a Review

Company Information

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

Videos and Screen Captures

Play Video Custom Branded Client Portal Dashboard Create Invite Review Invite Invite Sent Overview View Invite History
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

FileInvite Frequently Asked Questions

Q: What kinds of users and organization types does FileInvite work with?
FileInvite works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does FileInvite support in their product?
FileInvite supports these languages: English.
Q: What kind of support options does FileInvite offer?
FileInvite offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does FileInvite integrate with?
FileInvite integrates with: Axis LMS, Box, Google Drive, Dropbox, HubSpot CRM, Microsoft OneDrive, Salesforce, and Zapier.
Q: Does FileInvite have an API?
Yes, FileInvite has an API.
Q: What type of training does FileInvite provide?
FileInvite provides training in the form of documentation, live online, webinars, and videos.
Q: How much does FileInvite cost?
Pricing for FileInvite starts at $829/mo.
Q: What pricing for support is available for FileInvite?
FileInvite offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for FileInvite?
FileInvite offers training included with purchase and additional fee / premium available.

FileInvite Product Features

Admissions and Enrollment

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

Commercial Loan

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

Digital Signature

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

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

Document Generation

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

Document Management

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
Offline Access Supported
Optical Character Recognition Supported
Version Control Supported
Full Text Search Not Supported
Print Management Not Supported

File Sharing

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

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

Loan Origination

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

Loan Servicing

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

Mortgage and Loans

Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management 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
Amortization Schedule Not Supported
Credit Reporting Not Supported

Onboarding

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

Portal

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

Workflow Management

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

FileInvite Additional Categories

FileInvite Verified User Reviews

Write a Review
  • A FileInvite User
    Senior Project Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Simple and Effective platform"

    5 out of 5 stars Posted 2022-11-21

    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.

    Cons: Till now I haven't found any downside in this platform.

    Overall: Overall, FileInvite is a secure product where whole team members can onboard and manage (upload and download) files as per the ability given by the admin. The Digital document signature feature is great. Highly recommend.

    Read More...
    Reply from FileInvite
    Posted 2022-11-22
    Thanks so much for the review. We're so glad that you're finding FileInvite easy to use, and are enjoying some of our popular integrations. -Kristen @ FileInvite
  • Punit R.
    Software engineer
    Used the software for: Free Trial
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1,000 - 4,999
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "Documentation become automation"

    5 out of 5 stars Posted 2020-05-27

    Pros: 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.

    Cons: No free plan available. Otherwise it's a great DMS tool.

    Overall: It's a wonderful DMS (documents management software) which is loaded with tons of great features. It helps you to manage document tracking, assembly, archiving. It's perfect way to make your documentation in auto way.

    Read More...
  • Home Loan C.
    Support Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "Great Product"

    5 out of 5 stars Posted 2019-09-20

    Pros: This is such a great service for data and document collection. Personalised branding makes it even better.

    Cons: Nothing really, overall ticks all our boxes. All pros!

    Overall: Really pleased with the service and highly recommended

    Read More...
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