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FileInvite
What Is FileInvite?
FileInvite is a document collection solution that helps businesses gather documents, signatures, and data on a unified interface. The platform offers a secure client portal for document submission from any device, online forms with e-signature, an admin dashboard for managing requests, reusable templates, smart notifications for scheduling and reminders, and strong security controls. FileInvite also helps optimize document collection, with some users experiencing faster processing and saving time per user weekly. Additionally, it ensures data security and compliance via SOC 2 Type 2 certified and GDPR compliance.
Who Uses FileInvite?
Designed for businesses in finance, banking, consulting, accounting, legal services, and other industries.
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Reviews of FileInvite
It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!
Comments: It is a huge time saver!
Pros:
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
This saves me SO much time, and makes my job more enjoyable.
Comments: I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right documents. Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!
Pros:
Fileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!
Cons:
My only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.
FileInvite Response
3 years ago
Hi there, thank you for your kind review! Regarding your feedback, we've recently added this feature Transfer Invite. Checkout https://help.fileinvite.com/en/articles/5401626-transferring-ownership-of-an-invite for more info or contact our Customer Success team at [email protected] if you have any questions.
Its great however it is a long winded path to get into drop box
Pros:
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Cons:
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Great support for biz process
Comments: It helps to keep control over document requests.
Pros:
Easy to collect similar list of uploads from various customers. Great digital signing option.
Cons:
Status {RETURNED} is confusing in case some invites were not correctly completed.
FileInvite Response
3 years ago
Thanks for your feedback! Occasionally, clients click the 'I'm Finished' button before they are done, which marks the Invite as returned. In these instances, you can simply reopen the invite and reach out via in-app messaging to clarify what documents are still required. I hope this helps! Please reach out to us at [email protected] if there is something else going on, we'd be very happy to assist.
FileInvite
Comments: Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.
Pros:
Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service. Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.
Cons:
When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.
