FileInvite vs. Worldox GX4

Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team

Incentivized

Ease of navigation is probably the top seller for me. I might work on a dozen or more separate files per day and I need to be able to switch between files efficiently, especially when asked to find something quickly. Naming conventions are simple and easy to use. Searching for a document, even when there are hundreds, is pretty simple and straight forward.

Incentivized

• Templates are fantastic and take very little time to create a file invite.
• Ease and simplicity of communication.
• Ability to send reminders to ensure needs tasks are completed.

Incentivized

• Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
• Extreme customization options including cabinets, folders, and document types.
• The indexing system is very useful for locating documents by name, body, date, etc.

• It takes forever to delete unwanted document in my experience.
• The signature never appears on the right spot and the box can't be resized.
• Our problem has always been to collect dozens of documents to submit an application.

Incentivized

• Cloud product is a little lacking
• Little bit of learning curve out of the box
• For a larger organization, may need to dedicate a resource to manage the program

Incentivized

Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.

Incentivized

It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.

Incentivized

FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.

Incentivized

Better due to the depth of document preservation options.

Incentivized

• Positive feedback from clients and employees who have used this vs Docusign.
• Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.

Incentivized

• Greatly improved productivity for users via searching, favorites, and forced organization.
• Versioning and document preview can also improve productivity versus opening individual files.
• Can require a "revolutionary" change in the workflow as the application's Open and Save prompts are radically different than normal application usage.