Skip to main content
TrustRadius
FileInvite

FileInvite

Overview

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.…

Read more
Recent Reviews

TrustRadius Insights

Users have found FileInvite to be a valuable tool in streamlining their document collection process, particularly for registration …
Continue reading
Read all reviews

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing
N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://fileinvite.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

What is Hubdoc?

Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).

What is Tungsten Power PDF?

Tungsten Power PDF (formerly Kofax) is a solution to manage PDFs for businesses and individuals available with a one-time purchase with no subscription fees. It has a built-in eSignature integration with SignDoc and DocuSign for a complete end-to-end document lifecycle workflow.Benefits to Power…

Return to navigation

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

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

FileInvite Integrations

FileInvite Competitors

FileInvite Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(11)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found FileInvite to be a valuable tool in streamlining their document collection process, particularly for registration purposes for summer campers. The software has proven effective in handling multiple forms and documents from parents, seasonal staff, and vendors throughout the summer and into the fall. By using FileInvite, users are able to keep everyone involved in the transaction updated on the status of outstanding documents, ensuring a smooth and efficient process.

One of the notable features of FileInvite is its client interface, which provides an easy way for clients to upload documents. Users appreciate this user-friendly functionality, as it simplifies the document collection process and reduces the need for manual follow-up with clients. Additionally, the software's budget-friendly nature and ability to load templates have been praised by users, as these features offer convenience and cost-effectiveness.

However, some users have expressed frustration with the support provided by FileInvite. Complaints about unreliable and unresponsive support have been reported, leading to difficulties in resolving issues or receiving assistance when needed. Furthermore, users have experienced technical issues with the software itself, such as slow screen refreshes. Although these issues have been acknowledged by the company, they have not yet been addressed or resolved.

In addition to its use for document collection purposes, FileInvite is also utilized for document transfer and sharing within organizations. It enables seamless collaboration between teams and facilitates efficient communication with clients. Some clients, however, have complained about automatic email reminders generated by FileInvite.

Overall, users have implemented FileInvite to improve their document collection processes and enhance organization of client-related tasks. Despite some shortcomings in support and technical performance, the software has proven beneficial in managing document workflows and ensuring timely completion of necessary paperwork.

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.

Lacking Mass Printing Functionality: Some users have expressed dissatisfaction with the software's mass printing functionality, stating that it does not adequately support paper copies. They feel that this limitation hinders their ability to efficiently generate physical documents in bulk.

Steep Learning Curve for Managing Due Dates: Many reviewers have mentioned that there is a steep learning curve when it comes to managing due dates in the software, which can be challenging and time-consuming. Users have struggled to navigate the system effectively and found it difficult to set and track deadlines accurately.

Difficulty Collaborating with Clients Preferring Physical Paper: Users have reported difficulties in back-door file collaboration with clients who prefer physical paper. The lack of online form completion capabilities prevents seamless collaboration, making it cumbersome for both parties involved. This limitation has resulted in inconvenience and potential delays in document exchange.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Return to navigation