Fillable forms, templates and checklists for requests by industry

BLOG

Secure Collection of Vaccination Data Using Request Portals

The good news on the COVID-19 pandemic front is that COVID-19 vaccination rates are up as vaccines have become more widely available around the world. Showing proof of vaccination has been part of the reopening efforts as many employers, universities, airlines, and retail establishments are relaxing public health restrictions with increased requirements. As people are returning to in-person work, schools, restaurants, travel, gyms, or the opera, a person’s vaccination status is becoming increasingly important for entry.

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GUIDE

How To Create a FileInvite Template

Save time by using FileInvite templates for common file requests.

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GUIDE

How to Create an Invite using a Template

This guide shows how to create an Invite using a Template to fill out the main fields of the Invite, as well as managing individual requests.

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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.

API & INTEGRATIONS

Integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

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.

"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."