- Case Studies
Here are a few alternatives to FileInvite.
Adobe Send and Track, Dropbox File Request, Citrix Sharefile and Docusign.
Adobe Send & Track lets you send files to clients for signing and track who opens and edits the files.
Dropbox File Request allows you to share documents with colleagues and clients online by giving access to an unlisted folder.
Citrix Sharefile is a secure content collaboration, file sharing and sync solution.
It offers client portals for sharing documents.
Docusign helps you prepare agreements to sign, then get them signed on almost any device.
|Sync to cloud storage
Sync your files to your preffered cloud storage
|Share files with clients
Send a link to share or receive a file
Upload,sync and manage contacts
Get contracts signed online
Message clients within the system in realtime
Editable documents for completing forms in context
Save common lists of requested files for repeat use with customers
Use your own URL or sub domain for client portals
|Automated follow up
Set a due date and send automated email, SMS or Text messages to your clients requesting the documents you need
|Approve and Reject files
A dashboard and workflow for each customer. See documents requested, open, close, approve, reject, and request replacements
|Multiple recipients requests
Add a secondary applicant, or second recipient to provide a subset of the information or documents requested
|Multi sign digital signatures
Have two parties sign a contract or document
Have contracts signed in order by certain parties
|Tax file number redaction
Automatically remove sensitive tax numbers from documents
|Intuitive secure client portal
A simple to use client portal that clients can access from any device and upload file or pictures of physical documents
Add your logo, company name and branding to cilent portals and emails
Uploaded photos and documents autoamtically rotate and convert to PDF. Collate all files to form a downloadable PDF summary
History of all uploads, files received and communications with clients. Great for audit trials
|Multiple users and permission levels
Give multiple team members access to certain features and funtionality
Connect and trigger actions using your CRM, email provider and many other tools