Forms & e-Signatures

Create, share and complete online forms with digital signatures.

FileInvite rated 4.75

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No more print, sign, and scan – go paperless with your forms and make contracts a breeze

With FileInvite's legally-binding eSignature technology, you can 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.

ONLINE FORMS

No more form errors

Create digital versions of your paper application forms and have your clients complete them online.

Use our templates or upload your own PDF forms and go paperless so clients can answer questions in context.

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FileInvite - Digital Signatures
SIGN ON ANY DEVICE

No more scanning signatures

Get e-signatures on contracts with digital signature authentication. Even have multiple parties sign, without installing Adobe Acrobat or other PDF software.

Protect your business before things get complicated.

REDUCE ADMIN TIME

No more copy and paste

Easily re-purpose all the data you collect via forms by downloading the completed PDF file or a CSV file with all data points.

Great for calculations or importing to other systems.

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RESOURCES

Forms & Digital Signature Resources

Discover more powerful features

Power up your workflow with easy-to-use automation.

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. 

 

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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.

 

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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. 

 

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ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

 

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FILEINVITE

Trusted by thousands of happy customers

"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."

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Delight your clients with the FileInvite experience