Admin & Workflows

Request, review, approve and manage documents in one dashboard.

TRY FILEINVITE FOR FREE CONTACT SALES

BLOG

FileInvite Named Hot Vendor in Aragon Research’s Workflow and Content Automation 2021 Report

“Workflow and content automation is a critical enabling factor for business growth. Our latest research highlights key trends and who is making an impact,” said Jim Lundy, CEO and lead analyst at Aragon Research.

“FileInvite has a unique and scalable solution to document collection for the enterprise, and its organization features help enterprises maintain responsive workflows."

LEARN MORE

GUIDE

How To Download Selected Files from an Invite into a Single, Collated PDF

Selectively choose different files to download from an Invite into a single collated PDF file.

LEARN MORE

GUIDE

How to Setup User Roles and Permissions

Learn about the different permissions for you and your team.

LEARN MORE

CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.

DIGITAL SIGNATURES

Make contracts a breeze

Easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.

ALERTS & FOLLOW UP

Stop chasing clients for documents

Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."