Audience

Professionals and teams of all sizes, across industries

About FileInvite

Make document collection a breeze with FileInvite, a cloud-based solution that transforms the way businesses collect information from clients. Convenient and easy to use, FileInvite helps business users collect the information they need by simply creating and sending a FileInvite to their clients with the information they require. The client then completes the requested information via a secure portal. The platform also lets business users set up and send automated reminders to ensure they get the information required from their clients on time.

Pricing

Starting Price:
$12.00/month/user
Pricing Details:
Lite - $12 per month
Pro - $28 per month
Multi - $68 per month
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5
More Reviews Review this Product

Company Information

FileInvite
Founded: 2014
New Zealand
www.fileinvite.com

Videos and Screen Captures

Play Video FileInvite-Dashboard FileInvite-Create FileInvite-DownloadFiles FileInvite-InviteReturned FileInvite-Overview FileInvite-SendInvite

Product Details

System Requirements

SaaS

Training

Documentation
Live Online
Webinars

Support

Business Hours
24/7 Live Support
Online

FileInvite Product Features

Admissions

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Forms Management
Self Service Portal
Evaluation Management
Fee Management
Financial Aid Management
K-12
Recruiting Management
Scoring

Applicant Tracking

Assessments
Background Screening
Candidate Management
Collaboration Tools
Interview Scheduling
Job Board Posting
Onboarding
Self Service Portal
Workflow Management
Internal HR
Interview Management
Job Requisition
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search

Audit

Compliance Management
Dashboard
Exceptions Management
Internal Controls Management
Issue Management
Multi-Year Planning
Risk Assessment

Document Management

Collaboration Tools
Document Archiving
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Access Controls
Archiving & Retention
Compliance Tracking
Document Assembly
Document Conversion
Document Delivery
Electronic Signature
Forms Management
Full Text Search
Print Management

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Insurance Agency

Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Commission Management
Insurance Rating

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Version Control
Full Text Search

Loan Origination

Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Loan Processing
Online Application
Amortization Schedule
Fee Management

Loan Servicing

Application Management
Auto Loans
Business Loans
Compliance Management
Construction Loans
Customer Database
Loan Processing
Student Loans
Accounting Management
Amortization Schedule
Automatic Funds Distribution
Collateral Tracking
Collections Management
Fee Management
Investor Management

Mortgage and Loans

Client Database
Closing Documents
Commercial Mortgages
Contact Management
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Amortization Schedule
Credit Reporting

Onboarding

Document Management
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Self Service Portal
Task Management
Tax Forms
Training Management
Course Management
E-Verify / I-9 Forms
Orientation Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Graphical Workflow Editor
No-Code

Reviews Write a Review

  • Punit R.
    Software engineer
    Used the software for: Free
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1,000 - 4,999
    Features
    Ease
    Design
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Documentation become automation"

    Posted 05/27/2020 Incentivized Review

    Pros: Perfect for any size of business/enterprise.
    Helps you in document automation.
    Available on SaaS, web and cloud platform.
    You can access file offline also.
    Lets you synchronize with Google Drive.

    Cons: No free plan available. Otherwise it's a great DMS tool.

    Overall: It's a wonderful DMS (documents management software) which is loaded with tons of great features. It helps you to manage document tracking, assembly, archiving. It's perfect way to make your documentation in auto way.

    Read More...
    Review Source: SourceForge
  • Home Loan C.
    Support Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Features
    Ease
    Design
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Product"

    Posted 09/20/2019

    Pros: This is such a great service for data and document collection. Personalised branding makes it even better.

    Cons: Nothing really, overall ticks all our boxes. All pros!

    Overall: Really pleased with the service and highly recommended

    Read More...
    Review Source: SourceForge
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