2 min read
FileInvite: May 2, 2019 10:44:28 AM
Anonymised usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan. Read on, banks and lenders are requesting far more supporting data and evidence.
1 min read
FileInvite: Mar 29, 2019 2:41:59 PM
Digital or e-signatures can save hours of hunting for a scanner, and alleviate the travel associated with meeting clients in person to get things signed. Why not add them to your forms, documents, contracts and disclosure documents?
2 min read
FileInvite: Mar 12, 2019 2:12:13 PM
The onboarding process is crucial to ensuring customer success. So many companies want to save trees and adopt paperless onboarding when bringing a new customer into the company. Here's our take on how to go about digitizing your onboarding.
2 min read
FileInvite: Feb 14, 2019 5:03:21 PM
Work is flooding in and the boss is panicking about organising new staff. If your first move is to start firing off emails to the new hires, STOP!
2 min read
FileInvite: Jan 18, 2019 3:39:18 PM
If you’re like me and have struggled to receive large files from clients then having software for document collection like FileInvite could be the solution you're after. Our platform really comes into its own with the collection of multiple large files, when you need to describe to your client exactly what you're after and get all your documents back in a timely fashion. But beyond having the right platform, here are our 5 steps to streamline the process of receiving large files from clients.
2 min read
FileInvite: Jan 14, 2019 11:07:00 AM
If you need an alternative to Adobe Send & Track, we reckon FileInvite could be a good option. However, not all document collection systems are created equal. In this article, we discuss a few features to think about when you’re choosing your document automation system.
2 min read
FileInvite: Dec 11, 2018 4:30:52 PM
Filing cabinets stuffed full of files have gone, faxes are ancient technology and photocopiers probably won’t be around for much longer. Security and compliance are core issues in any business plan. Check out our four tips to get you heading down the right path.
2 min read
FileInvite: Nov 26, 2018 1:25:06 PM
Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone. We all know its crucial, but many of us struggle with the mechanics. Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority.
3 min read
FileInvite: Nov 21, 2018 3:07:13 PM
If you’re responsible for the daunting processes of getting supporting documents, collected, reviewed, corrected and signed-off, you’ll know all too well how frustrating the process can be.
1 min read
FileInvite: Oct 4, 2018 3:58:50 PM
Find out below why FileInvite is a far superior alternative when looking for a file request and document collection system!
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