What users are saying about
4 Ratings
8 Ratings
4 Ratings
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Score 9.2 out of 100
8 Ratings
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Score 9.8 out of 100

Likelihood to Recommend

FileInvite

File invite is specifically well suited for anyone that needs to collect certain documents from their customers. I'd say loan officers specifically. However, ideally, the templates would allow for a robust list of every potential document scenario, whereby the user would just go through and mark a check next to those documents required, rather than loading the invite with every available selection and then going through to delete those that are not necessary. This is slightly more time consuming and allows for more room for error.
Anonymous | TrustRadius Reviewer

Worldox GX4

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.
Tara Crosby | TrustRadius Reviewer

Pros

FileInvite

  • Templates for similar use cases.
  • Customer notifications via email and text.
  • Ease of access to the request list by the recipient.
Anonymous | TrustRadius Reviewer

Worldox GX4

  • 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.
Derek Schroeder | TrustRadius Reviewer

Cons

FileInvite

  • I am hopeful to see more customization in the templates, such as the ability to check to include rather than delete to exclude certain items on a per-client basis.
  • The system allows text reminders and email reminders. There is a cost to the text reminders, but no way to send ongoing email reminders without texts if texts are enabled.
  • I'd like to see a way to send test invitations while fine-tuning a variety of invite types. Currently, I believe any invite goes against the # permitted for the fee paid.
Anonymous | TrustRadius Reviewer

Worldox GX4

  • 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
Anonymous | TrustRadius Reviewer

Usability

FileInvite

FileInvite 10.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Worldox GX4

No score
No answers yet
No answers on this topic

Performance

FileInvite

FileInvite 10.0
Based on 2 answers
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.
Anonymous | TrustRadius Reviewer

Worldox GX4

No score
No answers yet
No answers on this topic

Alternatives Considered

FileInvite

There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
Anonymous | TrustRadius Reviewer

Worldox GX4

Better due to the depth of document preservation options.
Jonathan Mason | TrustRadius Reviewer

Return on Investment

FileInvite

  • It's a little too soon to tell, but we envision this solution will pay for itself.
  • We also see this solution as an improvement to the customer experience.
Anonymous | TrustRadius Reviewer

Worldox GX4

  • 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.
Derek Schroeder | TrustRadius Reviewer

Screenshots

Worldox GX4

Pricing Details

FileInvite

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

Worldox GX4

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Starting Price

Add comparison