Product

Product Update: Now Easier to Send Invites

You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and enterprise-grade security.  Now, sending out invites is even easier. We are pleased to announce an easy-to-use process to create and send invites quickly. With the latest FileInvite features, including a new design, users can now create and send invites from a single page.


You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and enterprise-grade security. 

Now, sending out invites is even easier. We are pleased to announce an easy-to-use process to create and send invites quickly. With the latest FileInvite features, including a new design, users can now create and send invites from a single page. 


Customers already rely on FileInvite to innovate the process of collecting and sharing documents. We have incorporated the latest feedback to make FileInvite more robust and streamlined to deliver the best document management experience,” said James Sampson, CEO of FileInvite.

With just a few clicks, users can load a template, assign contacts and requests, and send. Here’s a peek at the latest features:

  • Streamlined request management. Create requests and add contacts with the simplified design of documents and information requests. 
    Create Invite - Review

  • Automatic saving. All drafts and updates are saved automatically as you move through each step of the process.
  • Sort contacts alphabetically. Contacts are easy to read and identify. Contacts are saved in alphabetical order so you can quickly find and add contacts to an invite. New contacts can immediately be added to document requests to make sending invites even faster.
  • Easily assign contacts. Contacts can be created in a few quick steps and you can assign requests to the contacts at the same time.

Create Invite - Edit Request

Here's a quick rundown on how to create an invite using templates, and from scratch in the new update. 


That's it! Head over to our features page to learn more about our latest features.

Start your free 14-day trial if you'd like to try it out for yourself.

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