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!

Pricing

Price Starts At:
$0/month/1 user
Price Overview:
FREE - $0 per month
Pro- $99/month billed annually or $119/month billed monthly
Business - $Custom pricing per month
Free Version:
Free Version available.

Integrations

Offers API?:
Yes, FileInvite provides an API
All FileInvite Integrations
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Screenshots and Video

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

Company Facts

Company Name:
FileInvite
Date Founded:
2014
Company Location:
New Zealand, United States
Company Website:
www.fileinvite.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

FileInvite Categories and Features

Workflow Management Software

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

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Onboarding Software

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

Mortgage and Loans Software

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

Loan Servicing Software

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

Loan Origination Software

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

Legal Document Management Software

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

File Sharing Software

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

Document Management Software

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

Document Generation Software

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Collaboration Software

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

Digital Signature Software

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

Commercial Loan Software

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

Admissions and Enrollment Software

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

More FileInvite Categories

FileInvite Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Senior Project Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Simple and Effective platform

    Date: Nov 21 2022
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
    Official FileInvite Response
    Date: Nov 22 2022
    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
  • Reviewer Name: Punit R.
    Position: Software engineer
    Has used product for: Free Trial
    Uses the product: Monthly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Documentation become automation

    Date: May 27 2020
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Home Loan C.
    Position: Support Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Product

    Date: Sep 20 2019
    Summary

    Really pleased with the service and highly recommended

    Positive

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

    Negative

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

    Read More...
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