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What is Therefore?

Thereforeâ„¢ information management software provides organizations with the tools needed to effectively, affordably, and securely manage all forms of business information. Bid farewell to the frustration of document searches and welcome a swift, uninterrupted flow of information that gives your business a competitive edge. Our solution allows for a significant reduction in document-related operational expenses while ensuring that essential company data is accessible in real-time and safeguarded online. You'll no longer have to worry about misplaced documents, as our system guarantees that your information is safely stored and available exclusively to authorized personnel. Created by Therefore Corporation, our software is designed to boost employee productivity and efficiency, cutting down on the time spent dealing with cumbersome administrative tasks and excessive paperwork. By converting conventional paper documents and workflows into digital formats, we promote a more organized and effective workplace transition. This shift not only optimizes processes but also encourages a culture of responsibility and transparency within your organization, ultimately leading to improved collaboration among team members. Embracing digital solutions can pave the way for innovative practices that enhance overall performance.

What is FileInvite?

Cease the relentless pursuit of documents from your clients. Effortlessly obtain files, forms, and digital signatures by requesting them with set deadlines, allowing for a significant reduction in time spent as responses flow back to you seamlessly. What makes FileInvite the preferred choice for our clients? 1. Users of FileInvite have noted an impressive average reduction of 34% in the time it takes to receive documents after utilizing our collection system, with some reporting time savings as high as 87.5%. 2. The platform simplifies the process for your clients, cutting down the number of steps required by as much as five times compared to traditional email requests. Experience the advantages of a customer-focused approach to document gathering for your enterprise. 3. Our dedicated customer support team places your success at the forefront. FileInvite has earned a 5-star rating from over 100 reviews on Capterra, reflecting our commitment to exceptional service. Recognized by businesses of all sizes globally, FileInvite stands at the forefront of document collection solutions designed for customer-oriented companies. You can explore FileInvite free for 14 days with no need for a credit card. In just five minutes, you can send your first Invite after signing up for a complimentary account, making it easier than ever to streamline your document collection process. Don't miss out on this opportunity to enhance your efficiency!

Media

Media

Integrations Supported

Axis LMS
Box
Docuten
Dropbox
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Power BI
PleaseSign
Salesforce
Zapier

Integrations Supported

Axis LMS
Box
Docuten
Dropbox
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Power BI
PleaseSign
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$829/mo
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Therefore

Company Location

Austria

Company Website

therefore.net

Company Facts

Organization Name

FileInvite

Date Founded

2014

Company Location

New Zealand, United States

Company Website

www.fileinvite.com

Categories and Features

Document Collaboration

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 Management

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

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Categories and Features

Admissions and Enrollment

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

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

Digital Signature

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

Document Collaboration

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

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

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

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

Legal Document Management

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

Loan Origination

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

Loan Servicing

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

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

Onboarding

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Workflow Management

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

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