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Managing Your Settings
Managing Your Settings
Configure FileInvite to work for you!
18 articles in this collection
Written by
Matt Kitch,
Nora Olano,
and
Ley Cangco
Resetting your Password
See how to set a new password or access your FileInvite account for the first time
Written by
Matt Kitch
Updated over a week ago
How to enable Multi-Factor Authentication
Setup Multi-Factor Authentication as an additional layer of security to your account.
Written by
Ley Cangco
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
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
Written by
Ley Cangco
Updated over a week ago
Logging and Reporting - File Logs
Monitor and Track File Interactions via File Logs
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
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
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
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
Written by
Matt Kitch
Updated over a week ago
Update your Profile Details
How to change your details and update your profile image
Written by
Matt Kitch
Updated over a week ago
Change your Password
How to update your account password
Written by
Matt Kitch
Updated over a week ago
Changing the Account Master User
How to change the Master User of your FileInvite Account
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
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.
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
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.
Written by
Nora Olano
Updated this week
Edit your received email & SMS messages
How to edit the notification messages you receive about your sent invites
Written by
Matt Kitch
Updated over a week ago
Edit your email & SMS messages to clients
How to edit your client notification messages.
Written by
Nora Olano
Updated this week