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Users have found FileInvite to be a valuable tool in streamlining their document collection process, particularly for registration …
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.…
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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…
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://fileinvite.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Integrations
- Competitors
- Tech 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
FileInvite Integrations
FileInvite Competitors
- Dropbox
- Ideagen Huddle
- ezidox
FileInvite Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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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!
- Business Problems Solved
- Pros
- Cons
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
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
December 04, 2023
Dont expect any support or the system to impress
- It collects files
- I think it is overpriced for what it does
- See complaint issues
- 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.
- 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.
- 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.
May 09, 2022
No more chasing clients for incomplete forms and documents! FlieInvite does the work for you.
- 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.
- 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.