Managing Sent Invites | FileInvite Help

Managing Sent Invites

Once Sent see how to manage your Invites

14 articles in this collection
Written by Matt Kitch and David Hutcheson

Export your invite information

Get an overview of all of your invites by exporting them in spreadsheet format.

Written by David Hutcheson
Updated over a week ago

Add a Contact to an Existing Invite

See how to add a Contact to an Invite after it's already been sent off.

Written by Matt Kitch
Updated over a week ago

WATCH ▶: Review and Edit Bulk/Scheduled/Recurring Invites

This guide shows how you can Review your Bulk/Scheduled/Recurring Invites, and make any necessary changes to any of these Unsent Invites

Written by Matt Kitch
Updated over a week ago

Share a Sent Invite with multiple parties

Using the unique invite link another person can be sent an invite to view or upload to.

Written by Matt Kitch
Updated over a week ago

Duplicate an Invite

How to create an exact copy of an existing invite so that you can quickly resend repeating invites.

Written by Matt Kitch
Updated over a week ago

Process Invites

Monitor your Invites

Make sure you keep on track with your file requests by monitoring their activity.

Written by David Hutcheson
Updated over a week ago

Sent Invites Overview Page

Get to know the Invites Overview Page where you can get a snapshot of the progress and overview of an Invite you've sent out.

Written by Matt Kitch
Updated over a week ago

Approve & Reject Requests of an Invite

How to go through an Invite and Approve or Reject Requests that have been worked on.

Written by Matt Kitch
Updated over a week ago

Message your Clients through an Invite

How to interact with your clients within an Invite to keep your related messages together

Written by Matt Kitch
Updated over a week ago

Check the History of an Invite 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 Matt Kitch
Updated over a week ago

Send an Invite Reminder/Resend an Invite

Chase up a client with an immediate reminder message or use the steps to Resend an Invite to somebody who's missed it.

Written by Matt Kitch
Updated over a week ago

Modify Invites

Reopen a Closed Invite

How to reopen an Invite once it has been closed by the client or another user.

Written by Matt Kitch
Updated over a week ago

Add Requests to an existing Invite

Ask clients for more documents for an existing invite by adding more requests

Written by Matt Kitch
Updated over a week ago

Update the Due Date & Reminders

How to change the due date to give clients more time to fill in requests.

Written by Matt Kitch
Updated over a week ago