Home/Document Management Software/FileInvite
Updated on: October 16, 2021

What is FileInvite ?

FileInvite - Document Management Software
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

FileInvite

A Simple Solution for Document Collection
(76 Ratings) Write Review

FileInvite software is a platform used to manage all your document automation process. The software offers templates to design your request documents in seconds. It is a secure platform used to save requests, messages and forms or contracts for repeat use, and populate with client data. Receive alerts for your document requests. It integrates with Zapier, and more. Freelancers, Small, Medium and Large companies make use of the software.

FileInvite Features Show All Features

FileInvite Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Auckland, New Zealand / +61 2 9042 2679
Deployment SaaS/Web/Cloud Category Document Management Software

FileInvite Pricing

Pricing ModelQuotation Based
Fileinvite
Custom

Features

  • Client Portal
  • Forms & e-Signatures
  • Admin & Workflows
  • Templates
  • Alerts & Follow Up
  • Security & Access
  • API & Integrations

Disclaimer: The pricing details were last updated on 05/08/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FileInvite pricing.

FileInvite FAQs

FileInvite is Document Management Software. FileInvite offers the following functionalities:

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Retention
  • e-Signature
  • File Type Conversion
  • Offline Access

Learn more about FileInvite features.

Yes, FileInvite provides API.

Ask the Community View Community

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FileInvite Reviews

OVERALL RATING
4.5
Based on 76 Rating(s)
Rating Distribution
  • 66.7 %
  • 33.3 %
  • 0 %
  • 0 %
  • 0 %
SHARE YOUR EXPERIENCE Write a Review
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jackson s
jackson sSource : g2crowd.com
(Reviewed on 01 April 2019) "If you propose it, if you can."

What do you like best?

We thought that we could not, it was such a conflict and disorder that we never managed to agree. Documents came and went and always mistakes a lot. The most updated ones were lost along the way, in a mail inbox which made life very complicated for us. Advisors of the company helped us to get the solution and the first thing that they told us was that if it could, and really they were right. With FileInvite we realized that if you can have an orderly inbox, which has helped us to expedite everything concerning the paperwork with documents, files and business information and with the clientele. If you can speed up the work with the clients when reviewing and correcting the files and documents and the ease with which they manage to upload the information, being happy because they can do it from the phone and from any place without losing time. If you can guarantee the security of the information and compress it because now with FileInvite it is easier, thanks to the fact that we can convert the files automatically to the PDF. If we could increase sales, if we could increase productivity and increase the confidence of employees and customers. "We believed and it's true, if you can, if we could".

What do you dislike?

Up to now, only the initial investment is a bit uncomfortable, however, one is adjusted to its possibilities and after the results are seen, the investments increase as a function of the obtained benefits.

Recommendations to others considering the product:

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved.

What problems are you solving with the product? What benefits have you realized?

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved.

...more
Source : g2crowd.com
(Reviewed on 01 April 2019) "If you propose it, if you can."

What do you like best?

We thought that we could not, it was such a conflict and disorder that we never managed to agree. Documents came and went and always mistakes a lot. The most updated ones were lost along the way, in a mail inbox which made life very complicated for us. Advisors of the company helped us to get the solution and the first thing that they told us was that if it could, and really they were right. With FileInvite we realized that if you can have an orderly inbox, which has helped us to expedite everything concerning the paperwork with documents, files and business information and with the clientele. If you can speed up the work with the clients when reviewing and correcting the files and documents and the ease with which they manage to upload the information, being happy because they can do it from the phone and from any place without losing time. If you can guarantee the security of the information and compress it because now with FileInvite it is easier, thanks to the fact that we can convert the files automatically to the PDF. If we could increase sales, if we could increase productivity and increase the confidence of employees and customers. "We believed and it's true, if you can, if we could".

What do you dislike?

Up to now, only the initial investment is a bit uncomfortable, however, one is adjusted to its possibilities and after the results are seen, the investments increase as a function of the obtained benefits.

Recommendations to others considering the product:

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved.

What problems are you solving with the product? What benefits have you realized?

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved.

...more
nathan c
nathan cSource : g2crowd.com
(Reviewed on 24 March 2019) "Find documents quickly without wasting time."

What do you like best?

The order is one of the fundamental principles to achieve success in everything that one proposes, and make use of a tool that gives you that opportunity is what we had always wanted. We receive, send and share a large volume of information in digitized documents from our employees, and in turn from our clients in order to monitor and analyze them as soon as possible, given that the many requests that have to be answered must be answered. we receive daily. With the use of FileInvite we abolish the dependence of the electronic mail for matters inherent to the business documentation. Thanks to FileInvite, the location of the files is now faster, more comfortable and secure, we no longer waste time searching for the most up-to-date information, and we keep everything in strict order as it should be. The entire management process was streamlined before the different users, the work being more fluid. The probability of sending obsolete and disorderly information was reduced to a minimum, which has allowed us to be more sure of our work. There is no longer the inconvenience caused to our customers, or at least we realized that they were greatly reduced. The time invested in interacting with the clientele is less and we know it because they approach us less in consulting. We guarantee security, confidentiality, and punctuality, and even now we have the luxury of giving answers before the agreed dates.

What do you dislike?

The use of it on mobile devices is sometimes very slow, so sometimes and depending on the urgency and only has the tool of a phone or tablet, solve by this alternative is complicated and slow.

Recommendations to others considering the product:

Save time and demonstrate professionalism by using a tool that helps you to be practical, orderly and to ensure you have the confidence of customers and even employees when working with documents.

What problems are you solving with the product? What benefits have you realized?

The dependence of receiving or sending attachments in countless emails, we lost a valuable time that could be devoted to more productive activities. Now everything is more orderly, more order is displayed, the search for information is immediate and secure.

...more
Source : g2crowd.com
(Reviewed on 24 March 2019) "Find documents quickly without wasting time."

What do you like best?

The order is one of the fundamental principles to achieve success in everything that one proposes, and make use of a tool that gives you that opportunity is what we had always wanted. We receive, send and share a large volume of information in digitized documents from our employees, and in turn from our clients in order to monitor and analyze them as soon as possible, given that the many requests that have to be answered must be answered. we receive daily. With the use of FileInvite we abolish the dependence of the electronic mail for matters inherent to the business documentation. Thanks to FileInvite, the location of the files is now faster, more comfortable and secure, we no longer waste time searching for the most up-to-date information, and we keep everything in strict order as it should be. The entire management process was streamlined before the different users, the work being more fluid. The probability of sending obsolete and disorderly information was reduced to a minimum, which has allowed us to be more sure of our work. There is no longer the inconvenience caused to our customers, or at least we realized that they were greatly reduced. The time invested in interacting with the clientele is less and we know it because they approach us less in consulting. We guarantee security, confidentiality, and punctuality, and even now we have the luxury of giving answers before the agreed dates.

What do you dislike?

The use of it on mobile devices is sometimes very slow, so sometimes and depending on the urgency and only has the tool of a phone or tablet, solve by this alternative is complicated and slow.

Recommendations to others considering the product:

Save time and demonstrate professionalism by using a tool that helps you to be practical, orderly and to ensure you have the confidence of customers and even employees when working with documents.

What problems are you solving with the product? What benefits have you realized?

The dependence of receiving or sending attachments in countless emails, we lost a valuable time that could be devoted to more productive activities. Now everything is more orderly, more order is displayed, the search for information is immediate and secure.

...more
Source : g2crowd.com
(Reviewed on 30 April 2019) "please customers is one of the many advantages I have using fileinvite"

What do you like best?

For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work

What do you dislike?

It is software that gives direct benefits to each employee and their tools help to make each management easier, but the cost of $ 12 per month I think it is high, and there are much cheaper programs that give equal advantages, the only thing that does not Like the program is the rest price is perfect and for all the reasons I said I will use it for much longer

Recommendations to others considering the product:

The reputation of each company depends a lot on the good service it offers, and the security that it gives to the clients, it is also important to know each need and generate solutions in each project and management that is done for that reason I use fileinvite and I give good recommendations to execute the program in companies and establish significant improvements in each office and department

What problems are you solving with the product? What benefits have you realized?

I have all the clients happy and I always advance to their needs, the procedures have a complete and fast process with good results and when sharing the private documents of the company I have the security that is needed, fileinvite is a good program that does what is necessary to facilitate my work

...more
bernard g
bernard gSource : g2crowd.com
(Reviewed on 30 April 2019) "please customers is one of the many advantages I have using fileinvite"

What do you like best?

For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work

What do you dislike?

It is software that gives direct benefits to each employee and their tools help to make each management easier, but the cost of $ 12 per month I think it is high, and there are much cheaper programs that give equal advantages, the only thing that does not Like the program is the rest price is perfect and for all the reasons I said I will use it for much longer

Recommendations to others considering the product:

The reputation of each company depends a lot on the good service it offers, and the security that it gives to the clients, it is also important to know each need and generate solutions in each project and management that is done for that reason I use fileinvite and I give good recommendations to execute the program in companies and establish significant improvements in each office and department

What problems are you solving with the product? What benefits have you realized?

I have all the clients happy and I always advance to their needs, the procedures have a complete and fast process with good results and when sharing the private documents of the company I have the security that is needed, fileinvite is a good program that does what is necessary to facilitate my work

...more
Source : g2crowd.com
(Reviewed on 23 April 2019) "synchronize fileinvite with google drive brought me the solution I was looking for at work"

What do you like best?

For months I have been synchronizing fileinvite with Google drive but being honest when I started the program I did not have much conviction of its scope, I am happy with the result I got, the program is simple to manage and every process I do to gather documents and information is fast and with the security that is needed, another point that I like about the program is that the configurations for storage, the different reminders and management in general are incredibly easy to do

What do you dislike?

It is a good program with price that makes it have a good value and excellent service not only support, the provider is friendly and offers the best for each client, so the program in my time of use has not had anything negative

Recommendations to others considering the product:

My thoughts are positive and this is due to the fact that my experiences with fileinvite are very satisfactory, I have what I am looking for and without having to pay a high cost, I also have a support team and professional technical service that gives me support when I I need is a program that I can always recommend

What problems are you solving with the product? What benefits have you realized?

Good management, handling of documents and information with good security and allowing personal settings that adapt very well to each of my needs, I have many benefits with this program

...more
Source : g2crowd.com
(Reviewed on 28 March 2019) "Share, save time and improve productivity."

What do you like best?

We have lost an important time in locating lost documents in different folders in the email, either trying to give them location by date, by the number assigned, by letters and even then the search has sometimes been unsuccessful. However, we must recognize that not everything is bad, since FileInvite is an application with which all these problems are overcome in record time. Now the files are very ordered. It is an easy to use application. Time is saved in such a way that it yields for everything that is proposed. Excellent automatic transformation to PDF. The work has become more dynamic and the exchange of information with customers has increased the speed surprisingly. Clients are very satisfied and feel confident.

What do you dislike?

At first we found it somewhat expensive, however there are many benefits and effort is worth it.

Recommendations to others considering the product:

Do not hesitate so much when making the decision about an appropriate software, a function for one that helps you organize and share documents, in order to reduce errors and increase the productivity of the company.

What problems are you solving with the product? What benefits have you realized?

You no longer waste your time looking for files and information. Each of those involved in reviewing and correcting the documentation, has reminders to send the information on time, which has ensured that there are no delays in delivering timely results. We no longer predispose the staff demanding the delivery of reports. Thanks to FileInvite we increase the credibility and the confidence of the clients.

...more
Source : g2crowd.com
(Reviewed on 08 January 2019) "Progress and security for sending important information."

What do you like best?

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

What do you dislike?

A very complete platform to manage files from a web but you need an application to facilitate the management of files from any device, and most people are in the world of smart phones and spend more time with these devices than in a computer entering a web, the costs for a multi-service version is somewhat expensive, although you have many advantages.

Recommendations to others considering the product:

Excellent to keep your files and work with the documents you need, you will always have at your disposal since it is on the web and is easy to use.

What problems are you solving with the product? What benefits have you realized?

Ans largely solved the load of various files because many times by trying to send files within the mails sometimes the connection is dropped and I have to restart it, with this platform I send that problem, I can also have a list of charges that come up automatically.

...more
Valentina H
Valentina HSource : g2crowd.com
(Reviewed on 08 January 2019) "Progress and security for sending important information."

What do you like best?

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

What do you dislike?

A very complete platform to manage files from a web but you need an application to facilitate the management of files from any device, and most people are in the world of smart phones and spend more time with these devices than in a computer entering a web, the costs for a multi-service version is somewhat expensive, although you have many advantages.

Recommendations to others considering the product:

Excellent to keep your files and work with the documents you need, you will always have at your disposal since it is on the web and is easy to use.

What problems are you solving with the product? What benefits have you realized?

Ans largely solved the load of various files because many times by trying to send files within the mails sometimes the connection is dropped and I have to restart it, with this platform I send that problem, I can also have a list of charges that come up automatically.

...more
Read All Reviews

Videos on FileInvite

How to send a FileInvite
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FileInvite Explainer Video
FileInvite Client Portal - Demonstration

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Disclaimer

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