Deliver a world-class onboarding experience, out-of-the-box.
FileInvite saves you 1 day each week by securely collecting information from your clients. Try it for yourself and send your first Invitea package of requests (files, documents, images, and fillable forms with digital signatures) sent via FileInvite PortalTM today.
Summary: Request documents, signatures, files and data from your clients in a secure, integrated platform. Set a due date and send your requests. Your clients receive an email with a link to their own secure document portal, they are then guided through an intuitive portal experience where they can action your requests.
5-star reviews from FileInvite Portal™ users.
Over 30 million files securely collected
Average 10.5 hours saved per week per user
Over 1 million FileInvite Portals™ served
Get Started with FileInvite
Discover whether FileInvite's solutions are suited for your business' needs.
1. Watch FileInvite Explained
This 4:50 min video (above) gives you an idea of what FileInvite does. And it might give you some ideas for how you could benefit from an easy-to-use document collection platform.
2. Explore FileInvite Features, API & Integrations
FileInvite was designed to solve the greatest challenge facing client-facing businesses. Explore our range of features below.
Request bank statements via Illion or CashDeck, sync contacts via WorkflowMAX or sync returned files directly to your cloud storage with custom API and out-of-the-box integrations. Contact sales if you have specific questions regarding our custom API & integrations or would just like to talk to another friendly human.
3. Start Your Free 14-Day Trial
No credit card required. Experience how easy document collection can really be. Once you start your free trial, you will be taken on a guided tour of the product. Sign up today and get instant access to all features.
When you want to collect information from someone, you create an Invite. Within that Invite you can request as many different files, documents or digital signatures as you need - those are called requests.
Try requesting some information from a colleague using FileInvite's prebuilt templates (watch this quick video that shows you how). Investing a small amount of time to optimize your document workflow pays dividends – but don't take our word for it, hear from our customers.
5. Sign Up
Ready to gather all the documents, signatures, and data you require up to 80% faster?
If you regularly request information from people, FileInvite will drastically improve your document workflow and CX (particularly if you currently request documentation via email).
Never chase your clients for documents again
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.
Request all the files you need from your clients
Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.
Make contracts a breeze
Request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 & 2022 emerging favorite in Gartner's Capterra Digital Signature category.
Save time with request templates
Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.
Integrate with your existing tools
Send and receive Invites without breaking your flow. Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. Or use API or Zapier to plug FileInvite into your workflow.
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.