FileInvite Reviews

3 Ratings
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Score 9.1 out of 100

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May 17, 2019
Anonymous | TrustRadius Reviewer
Score 10 out of 10
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Usability

10
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.
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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 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.
Categories:  Document Management

FileInvite Features

Has featureDocument requests
Has featureAutomated Reminders
Has featurePDF conversion

FileInvite Screenshots

FileInvite Video

Learn more about FileInvite

FileInvite Integrations

FileInvite Competitors

Dropbox, Huddle, ezidox

FileInvite Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

FileInvite Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

FileInvite Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No