Managing Your Settings

Configure FileInvite to work for you!

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17 articles in this collection
Written by Matt Kitch and Ley Cangco

Resetting your Password

See how to set a new password or access your FileInvite account for the first time
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Written by Matt Kitch
Updated over a week ago

Override Settings for Email and SMS Messages to Clients

Enforce your Messages Settings on all Users in the Account using the Master Notifications Setting Override
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Written by Ley Cangco
Updated over a week ago

Configure FileInvite to send Emails through your own email servers/accounts via SMTP

Have your emails come from your own sending domain and customise client emails further based on your SMTP Email configurations
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Written by Ley Cangco
Updated over a week ago

Logging and Reporting - File Logs

Monitor and Track File Interactions via File Logs
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Written by Ley Cangco
Updated over a week ago

Logging and Reporting - Account Statistics

View how much Invite and SMS credits were used in your account and generate Usage Reports via Statistics
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Written by Ley Cangco
Updated over a week ago

Logging and Reporting - User Logs

How to view User Logs and stay informed on your Team's Activity
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Written by Ley Cangco
Updated over a week ago

Logging and Reporting - Invite History and Compliance

See how to solve the compliance issue of tracking the life cycle of documents through the FileInvite History feature on all Invites
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Written by Ley Cangco
Updated over a week ago

Updating Payment Information

Learn how to access your billing information to Update Card/Billing Details and access your previous Invoices
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Written by Matt Kitch
Updated over a week ago

Update your Profile Details

How to change your details and update your profile image
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Written by Matt Kitch
Updated over a week ago

Change your Password

How to update your account password
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Written by Matt Kitch
Updated over a week ago

Changing the Account Master User

How to change the Master User of your FileInvite Account
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Written by Ley Cangco
Updated over a week ago

Managing Your Add-ons

A quick guide on Managing your plan's Add-ons, for access to more Invites/SMS credits, or for accessing our Mortgage Addon
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Written by Ley Cangco
Updated over a week ago

Change a Team Member's Password

Change the password of a Team Member on your Multi Account, useful if a team member leaves or forgets their password and needs access.
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Written by Matt Kitch
Updated over a week ago

View Used Invites and SMS Messages

See how many Invites and SMS Messages you have used on your account through the Statistics Settings Page
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Written by Matt Kitch
Updated over a week ago

Turn On/Off PDF Auto-convert of Uploaded Documents

How to change whether FileInvite copies and converts uploaded files into a PDF version.
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Written by Matt Kitch
Updated over a week ago

Edit your received email & SMS messages

How to edit the notification messages you receive about your sent invites
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Written by Matt Kitch
Updated over a week ago

Edit your email & SMS messages to clients

How to edit your client notification messages.
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Written by Ley Cangco
Updated over a week ago