Intuitive Collection Process: Several users have found the collection process for required documents and forms in this software to be intuitive. They have stated that it is easy to navigate and complete tasks efficiently, resulting in a positive user experience.
Convenient E-Sign Feature: Reviewers have appreciated the e-sign feature of this software, describing it as a breeze to use. This functionality has made it convenient for users to obtain signatures quickly and easily, saving them time and effort.
Outstanding Integration with Existing Data Server: The integration of this software with existing data servers has been praised by users. They have found it outstanding, mentioning that it helps them effectively manage complete versus incomplete documents and forms. This integration has proven valuable for their workflow management.
Used Fileinvite successfully for a few years.
In my opinion, stay away from, it's expensive rubbish.
Used for document transfer and sharing with clients and others teams within the organization.
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.
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.
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.
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.
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.
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.
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.
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.
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.