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Used by thousands of professionals who need to collect documentation from their clients. We have automated this process with our simple and secure interface. Sign up for a FREE Trial Today!


Average Ratings

35 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
    See pricing details
  • Pricing Details
    We offer a 14 Day Free Trial with Unlimited Functionality.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • FileInvite
  • www.fileinvite.com
  • Founded 2014
  • New Zealand

About FileInvite

FileInvite automates the process of collecting information and documents from your clients. 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. Send a FileInvite Today!


FileInvite Features

  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking
  • Application Management
  • Assessment Management
  • Candidate Management
  • Colleges / Universities
  • Evaluation Management
  • Fee Management
  • Financial Aid Management
  • Forms Management
  • K-12
  • Recruiting Management
  • Scoring
  • Self Service Portal
  • Behavioral Analytics
  • Case Management
  • Compliance Reporting
  • Identity Verification
  • Investigation Management
  • PEP Screening
  • Risk Assessment
  • SARs
  • Transaction Monitoring
  • Watch List
  • Assessments
  • Background Screening
  • Candidate Tracking
  • Internal HR
  • Interview Scheduling
  • Job Board Posting
  • Onboarding
  • Recruiting Firms
  • Resume Parsing
  • Resume Search
  • Self Service Portal
  • Workflow Management
  • Compliance Management
  • Dashboard
  • Exceptions Management
  • Internal Controls Management
  • Issue Management
  • Multi-Year Planning
  • Risk Assessment
  • Consignor Management
  • Customer Database
  • Employee Management
  • Inventory Management
  • Loyalty Program
  • Point of Sale (POS)
  • Pricing Optimization
  • Bidder Management
  • Building Product Database
  • Cost Database
  • File Sharing
  • Proposal Management
  • Quotes / Estimates
  • RFP Management
  • Subcontractor Management
  • Takeoff
  • Version Control
  • Approval Workflow
  • Auto Extraction
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Management
  • Contact Management
  • Contract Drafting
  • Contract Templates
  • Digital Signature
  • Document Management
  • Full Text Search
  • Government Contracts
  • Lifecycle Management
  • Milestone Tracking
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Access Controls/Permissions
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Customizable Branding
  • Metadata Management
  • Reporting/Analytics
  • Search/Filter
  • Version Control
  • Workflow Management
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Audit Trail
  • Chat / Messaging
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Synchronization
  • Search
  • User Management
  • Version Control
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control
  • Amortization Schedule
  • Audit Trail
  • Compliance Management
  • Customer Database
  • Digital Signature
  • Document Management
  • Fee Management
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application
  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages
  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Employee Portal
  • File Management
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

FileInvite Reviews Recently Reviewed!


Great software, easy way to share documents and save time organizing files!

Nov 02, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Cons: Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Overall: Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Great value for the price! Easy to use and an effective way to improve productivity!

May 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

Cons: It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

Vendor Response

by FileInvite on May 08, 2017

Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

Huge Time Saver!

Sep 27, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is in one place and I don't have to remember to follow up the clients.

Cons: Can't reply to in-app messages by email.

Overall: This software was a lifesaver for our workflow! We used to spend hours chasing clients for the documents we need from them to start their application, not anymore. This software does all the chasing, and keeps everything in one place. I can now see exactly which documents have been sent to us and which ones we are still waiting for, and they're not all scattered through my email inbox. I absolutely LOVE the automatic dropbox sync. As soon as the client uploads their documents they instantly show up in an neat and tidy folder on my computer. Feedback from our clients using the software has been great, and we have noticed a massive increase in the speed that they return us the files too.

Recommendations to other buyers: Make sure you set up cloud storage sync with Dropbox or Google Drive in your settings. Huge benefit.

I had seen FileInvite advertised and thought it sounded okay but never took it any further, but ...

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: FileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed.

It also allows me to add detailed instructions for each piece of information that I require.

Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on.

Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out.

Cons: There is not much I don't like about this.

I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting.

Overall: Saves time and frustration

Capterra-loader

Brilliant time saving product

Aug 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Cons: Nothing to fault with the product at all.

Overall: Very easy to work with, excellent customer service and always available when needed.

Vendor Response

by FileInvite on August 30, 2018

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results.

We are so glad that clients are finding it easy to use as well.

Nick @ FileInvite.com

great software

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

Cons: If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Overall: save us time and it will sending email to reminder the client and we don't need to manually f/up all the time.

Clients love it we love it

May 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome

Cons: Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet....

Vendor Response

by FileInvite on May 09, 2017

Hey Pat, thanks for the awesome review and feedback, we take all comments on board and helps us make fileinvite even better for future releases.

Has made me much more productive

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons: Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

Overall: Increased prodctivity. Decreased frustration

Great time saver for collecting documents

May 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required

Cons: We still need to review each document received to check what it is if the client has not labelled files clearly.

Vendor Response

by FileInvite on May 08, 2017

Thanks for the awesome review Tony! Did you know that you can preview the documents that have been received in the invite > requests tab. Hope that helps!

Capterra-loader

FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates.

Cons: Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons.

Easy way to collect the documents without chasing the client

Apr 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons: many more additional features can added,timestamp,sent out share etc so as may features can be added

Overall: Easily collect documents and keep track over them without chasing them for documents

Great document collection tool - makes the process easy to collect documents.

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons: White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

Overall: Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Enjoying this application.

Aug 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Cons: Would be very helpful to have some additional features added, like a time stamp, for a example.

Overall: I like this application and use it on the regular basis as part of conducting business.

Fantastic - Simple to use and an easy way to gather documents.

May 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Cons: Would like files to sync with OneDrive and Box. Also, the speed throughout the site can be on the slow side.

Vendor Response

by FileInvite on May 10, 2017

Hey James, thanks for the awesome review! We stoked that you're enjoying the ease of use for yourself and your clients.

Very helpful for our users

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Secure docs and conversion to pdf

This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient

Cons: Access for the individual user is managed by administrators and I'd like to see the individual having more access

Capterra-loader

Easy to use, easy to set up and provides our company with a professional image

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

Cons: I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

Overall: Much greater security for sending and receiving customer information , both documents and messages. A more professional customer experience.

I love Fileinvite - finally my world is easier and clients know what to do!

Mar 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons: I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!

Its great however it is a long winded path to get into drop box

Mar 08, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Cons: Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Capterra-loader

It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

Overall: It is a huge time saver!

Excellent platform, easy to use. Does what it's supposed to with zero extra nonsense.

Jun 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, simple clean interface, practically zero learning curve. Clients like it and understand it.

Cons: Not much. Need to remember to turn off the automated email reminders to the client sometimes. Early on I had an issue adding new contacts but I figured it out.

Overall: no more emailing documents, easy to accept/reject & explain what's needed all in one place

Vendor Response

by FileInvite on June 22, 2017

Hey Michael, thanks for the awesome review! We're stoked that you and your customers are enjoying using the fileinvite software platform and that it's adding great value to your business.

We have been using this site for about a month. It is very good. Fileinvite does all the follow up

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its ease of operation, easy to use. Clients like it. Once you load your requests, FileInvite follows up the client by email or sms. You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

Cons: As yet a broker app is not available and the site is not mobile friendly. I understand they are working on it.

Overall: Makes our job easier by chasing up documents on our behalf. Looks more professional, clients are impressed.

Easy and safe to use for everyone.

May 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Safe for customers to upload their information. Easy to explain to customers exactly what we want from them. Messages can be sent back and forth if their are any questions.

Cons: Haven't found anything I dislike. Its easy to use. It's safe to use. Customers have embraced it completely.

Overall: Ease of use. Safe to upload documents. We can customise or just send already customerised templates to customers.

Vendor Response

by FileInvite on May 10, 2017

Hi Lynne, thanks for the awesome review! We're glad that you and your customers enjoy using the platform!

Great way to share documents and save time organizing files

Mar 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere.

Cons: Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Does as its says - document collection on autopilot!

May 08, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its intuitive and simple to use for both our business and clients. The setup was very easy and our team adopted it very quickly without mush fuss.

Cons: Sometimes its a little slow but developers have said this is to be improved soon. (on that note their customer service is pretty good!)

Overall: Saves us a lot of time!!!

Vendor Response

by FileInvite on May 08, 2017

Hey Clinton, thanks for the awesome review! Yes we have a full rebuild of the framework in the current development road map which will greatly speed up the platform processing times.

Capterra-loader

I like this site

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

Cons: The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point.

Overall: The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :)

Awesome Software

Mar 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Keeps files out of my inbox and easily managed via file invite, auto reminders for my clinets, can customise what list of items are asked for, and links to various other software like Box, Dropbox or Google Drive,

Overall: Simplify the contact with clients and all files are kept out of my inbox where they can be missed, and so keeps things organised and clients have an easy set of instructions on what to do.

Capterra-loader

Set it and forget it -- and still get what you need

Mar 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

Cons: The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

Overall: Hours of my time and focus back.

Capterra-loader

Fantastic experience. Real timesaver.

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Saves me time collating documents. Integrates with bankstatements.com.au which provides a seamless experience for clients to provide statements.

Cons: Some clients have complained that it is sometimes slow to upload. Other than that everything is fine.

Very Good and Easy Tpo Manage

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable.

Cons: ability to reply with personal message are Not easy to find if it is available. sends my name double in messages

Overall: easy to manage customers paper work,,,

AMAZING, so easy to use and communicate with clietns

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Being able to communicate with Clients, they can see us accepting documents. This gives them the peace of mind there files are being worked on

Cons: The only donw side is after a fileinvite is closed it deleted after a while. So when clients say they have uploaded and you have saved all the doucments its hard to reopen to show them what they sent.

Overall: This program saves so much time when it comes to sorting and converting docs to PDF.

Easy to use, takes the effort out of worrying about missed emails of supporting documents

Jun 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Setup the list of required documents needed and send, doesn't get any easier than that. Easy for client to understand what they need to do , Access via the smart phone is a plus as well.

Cons: .

Overall: easy setup and you don't need to worry, when the client accesses the portal you are notified

Vendor Response

by FileInvite on June 20, 2017

Hey Adrian, thanks for the awesome review, we're stoked you're getting great results using the software!

Been using it for a few months. Clients seem to think it is easy to use. Very happy with it

Mar 08, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy of use for both the user and the client. Good value for money. Makes tge business look very professional.

Cons: Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

Overall: Love the templates. Makes requesting the same info in most occosions very simple and quick

It is easy to use and has reduced my workload.

May 09, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Templates make it easy to send out requests quickly and it helps keep documents organised for filing.

Cons: .

Vendor Response

by FileInvite on May 10, 2017

Hey Tracy, thanks for taking the time to give an awesome review! We're glad fileinvite is working great for you to organize your filing and reduce your workload! Your feedback helps us make fileinvite even better!

Really Useful Tool!

Sep 29, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: how much time it saves

Overall: This has made life a whole bunch easier, being able to be hands off in the process when collecting client collateral is key.

Capterra-loader

WOW all documents managed easily

Aug 06, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: We're a company that has to deal with A LOT of paperwork from prospects and clients so this makes a world of difference for us -- to know the status of every single file we need.

Cons: For some companies, I could see security being a huge issue here, so it really depends on the industry/ nature of the files. Also, a Hubspot integration would be great for us

Vendor Response

by FileInvite on August 07, 2018

Thanks for the review Camille.

We'll add a Hubspot integration to our list and explore.