FileInvite Overview

FileInvite

By FileInvite

4.8★★★★★(212 Ratings)Write review

What is FileInvite?

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!

Who is FileInvite best for?

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 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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