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FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

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Platforms:
  • Browser
  • Web
  • Google Chrome
  • Firefox
Try for free Alternatives Status Page
#Documents #Document Management #Document Automation #Document Workflow Automation #Document Signing #Digital Signatures #Secure File Sharing
FileInvite

FileInvite Reviews and details

Screenshots and images

  • FileInvite Landing page
    Landing page //
    2022-03-24

Features & Specs

  1. Ease of Use

    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.

  2. Automation

    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.

  3. Security

    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.

  4. Integrations

    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.

  5. Customizable Templates

    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.

  6. Client Portal

    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

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Videos

FileInvite Explained

David's team use FileInvite to collect documents and get more clients

Fundera Case Study

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External sources with reviews and comparisons of FileInvite

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

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This is an informative page about FileInvite. You can review and discuss the product here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.

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