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What is FileInvite?

FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require.…

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What is FileInvite?

FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure…

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Product Details

What is FileInvite?

FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google Drive.

The vendor says key features & capabilities include:

  • Templates for regularly requested sets of documents from client and and easy to use client interface helps thousands of companies close more customers by rapidly.
  • Collecting multiple documents from a stream of new clients, approving, managing and storing the files for action or compliance.
  • Automated reminders that take care of the the awkward follow up messages as your specified due date arrives.
  • PDF conversion means any document a client submits, conveniently saves in PDF format for retrieval from your cloud drive.
  • Large file support
  • Audit trail and history of interactions is also recorded for regulatory purposes.

FileInvite Features

  • Supported: Document requests
  • Supported: Automated Reminders
  • Supported: PDF conversion

FileInvite Screenshots

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FileInvite Integrations

FileInvite Competitors

FileInvite Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings


Attribute Ratings


(1-5 of 5)
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Score 8 out of 10
Vetted Review
Verified User
Used for document transfer and sharing with clients and others teams within the organization.
  • 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.
  • As with many "add-on" type products that some parties may not be used to, sometimes the emails get lost and it can be hard for people who aren't used to the product to get used to a new format of communication. That said, I think it has a fairly quick learning curve for people who are even remotely tech-savvy.
  • Have had trouble with documents syncing from time to time.
  • Inability to default to different date format. This one is small, but frustrating when we need it to be in a different format.
Great for smaller file sharing scenarios because while simple, it can be time-consuming to get all the forms you need to be published. I do believe for the price, you can't beat this product's functionality.
  • Document signing/ file sharing
  • Easy template creation
  • Ability to manage, get updates, and set reminders
  • 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.
Similarly, I found FileInvite to be easier, cheaper, and has more functionality that is useful for me.
Score 6 out of 10
Vetted Review
Verified User
We leverage FileInvite to help with client document collection. It helps cut down on how much time we have to spend following up with the clients, but some clients complain about the automatic email reminders.
  • Secure file transfer service
  • Templates and automation are easy to use
  • Great reports and notification systems
  • Some clients complain about the number of emails they receive from the automated system.
  • Some tasks are more complicated than they should be.
  • Some clients have voiced their concerns about how complicated the system is on their end.
It's a great system, but It feels like it is more complicated than it needs to be. In addition to the number of emails, the clients receive sometimes it is a little off-putting to clients. The web interface could be improved upon.
  • Document automation
  • Templates for document requests
  • Secure file transfer
  • The biggest concern is the monthly fee, I wish it was a little lower and therefore it would be more attractive to small businesses.
  • Limited invites on the basic plan.
  • No unlimited plan option.
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.
Abraham Smythe | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
It helps to keep everyone involved in the transaction with a status of what documents are still outstanding. Easy to use, they have a great and responsive support team. The client interface allows for an easy way for clients to upload documents.
  • Nice and simple software.
  • Fairly simple from the user side.
  • Easy to use and communicate with clients.
  • Very easy to work with, excellent customer service and always available when needed.
  • 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.
I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (e.g. one month).

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner.
  • More secure professional way to collect documents.
  • Once you load your requests, FileInvite follows up the client by email or sms.
  • You get regular updates as to the progress.
  • Clients are happy knowing that their information is being uploaded in a secure environment.
  • It is not available and the site is not mobile friendly.
  • Initial set up and learning how to use it took some time.
  • There were some minor issues with some of the Live Form.
Client Management, Team Collaboration, Customer Statements, Pre-Qualification, Closing Documents, Contact Database Messaging.
Score 10 out of 10
Vetted Review
Verified User
We purchased this software at the start of our summer season to help us with registration for our summer campers. We require anywhere from 5-8 forms and documents from parents and even more from our seasonal staff, alongside numerous vendors that we contract with throughout the summer and into the fall. Handling these various files and forms via email had become quite cumbersome so we we made the decision to try and streamline our document collection process.
  • Intuitive collection process for required documents and forms
  • E-sign for single and multiple parties is a breeze!
  • Outstanding integration with our existing data server to manage complete vs incomplete documents and forms
  • Our organization requires paper copies in addition to e-files and mass printing functionality just isn't there.
  • Steep learning curve on managing due dates as some clients still persist in procrastinating.
  • Back-door file collaboration with clients who insist on signing physical paper is a bit challenging when you can't complete forms online for the user.
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.
  • Automation!
  • Auto PDF conversion for our printing requirements
  • Integration with our existing data server and ability to quick-capture response performance
  • Close to 40% decrease in document return turnaround
  • High satisfaction response from both organizational users and clients
  • Increased frustration from our elderly and/or less tech savvy clients who cannot or do not wish to fill out electronic forms
Score 10 out of 10
Vetted Review
Verified User
We've recently implemented FileInvite to help with the collection of certain necessary documentation and to help our clients with the organization of certain necessary client-related tasks.
  • Templates for similar use cases.
  • Customer notifications via email and text.
  • Ease of access to the request list by the recipient.
  • 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.
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.
  • 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.
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.
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.
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.
We haven't integrated it into any of our other platforms at this time. I would suggest making it easier to save the link that is sent to the customer in the file invite for future reference internally by the team, but other than that, training a couple of team members to start using it in our workflow was relatively painless.
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