FileInvite Overview
FileInvite automates the process of collecting client information in document-heavy workflows. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Try FileInvite today!
Used by thousands of professionals who need to collect information from their clients. We have automated this process with our simple and secure interface. Sign up for your free trial today!
FileInvite Details
FileInvite Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
FileInvite Support options
Chat
Email Help Desk
Knowledgebase
Phone Support
FileInvite Training options
Documentation
Live Online
Videos
In-Person
Webinars
FileInvite Related Categories
FileInvite Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
FileInvite Pricing
14-day free trial available with unlimited functionality.
LITE: $17.99 per month (paid annually, otherwise $21.99 per month)
PRO: $33.99 per month (paid annually, otherwise $41.99 per month)
MULTI: $85.99 per month (paid annually, otherwise $95.99 per month)
FileInvite Features
Most valued FileInvite features by users
Document Management
Collaboration Tools
Audit Trail
Electronic Signature
Archiving & Retention
Version Control
Compliance Management
Loan Processing
Access Controls/Permissions
Pipeline Management
Workflow Management
Search/Filter
Drag & Drop
Self Service Portal
Content Management
Forms Creation & Design
Digital Signature
Process/Workflow Automation
Multi-Party Signing
E-Verify/I-9 Forms
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