Getting started

Get started with FileInvite with information on Sending your first Invite, How your clients see the platform and Information for Multi Account Users

Matt Kitch avatar Ley Cangco avatar
10 articles in this collection
Written by Matt Kitch and Ley Cangco

Increase Your Client Return Rates

Sending out Invites, but clients aren't adopting? This guide is packed with learnings from 1000s of clients to resolve just that!
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Request Descriptions - Best Practice Samples

Setting up Templates, but not sure what to say in your Request descriptions? Take advantage of our cookie cutter descriptions here!
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Best Practice Guide

How to setup FileInvite to get the best Engagement from your Clients
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

▶️ Demo video: How FileInvite works

A quick video demonstrating how to easily request and collect files from your clients.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Create & Send your client an Invite

How to create, review and send a new FileInvite to your client.
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Your Client's experience with FileInvite

Understand your client's experience when you send them a FileInvite
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Choose/Change your pricing plan

Find the right plan for you to access more features and make the most out of FileInvite. It's also easy to change your subscription anytime!
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Written by Ley Cangco
Updated over a week ago

Manage your team

Add users to your FileInvite account, adjust their information, authority and arrange them into groups.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

User Roles and Permissions

Learn about the different permissions for you and your team.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Change a Team Member's Role & Access

How to change the role and access a Team Member has to your FileInvite Account
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago