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FileInvite Software

Name: FileInvite Software
Rating: 4.5 (2 reviews)

By FileInvite

995 Interested

Highlights : About FileInvite Software

Client Portal

Forms & e-Signatures

Admin & Workflows

Templates

Alerts & Follow Up

About FileInvite Software

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. It offers file request management, reminders and cloud storage functionalities within a suite. FileInvite’s file request management allows users to create online forms to request documents from customers. Users can also customize the form fields and create templates for specific tasks. After a request is sent, users can track their status using custom labels, such as sent, viewed, in-process and completed. FileInvite features automated reminders, which sends automated time-bound email notifications to clients. The product also integrates with Google Drive and DropBox, which allows users to upload documents directly from the solution.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

API & Integrations

Security & Access

Alerts & Follow Up

Templates

Admin & Workflows

Forms & e-Signatures

Client Portal

Benefits

automated document collection and management software

FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way.

Invite templates

Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients.

Files and assets

Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps.

Automatically Encrypting

Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email.

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