In this article, we’ll take a look at the Invite experience from the client’s perspective, and how you, as the sender, can check the status and progress of your Invite requests.
If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.
Client Experience
Immediately after you send an Invite to one or more contacts, each contact receives an email. The email subject line is the name of the Invite, and you are listed as the sender.
The email contains a personalized message and a link at the bottom that allows the client to get started.
Clicking the link opens the client’s personalized Client Portal. At the top of the portal, clients can see the due date for the request.
On the left side, clients see a list of requested documents. Clicking the Open link for any document shows specific instructions.
If the document can be completed online, an Edit Form link is available. This opens the document for direct input.
When finished, the client can click Save to retain changes. A confirmation message appears at the bottom. To exit the form view, they can click Close after saving.
Some documents must be uploaded instead—such as a passport or driver's license. For these, instructions are included along with an Upload Files link. Once uploaded, files can be downloaded or deleted (see below for more details). Clicking Submit finalizes the upload.
Saved documents are clearly indicated in the documents list, making it easy for clients to track which items are still pending.
Download & Delete Files (First 30 Minutes)
Clients now have the ability to download or delete uploaded files within the first 30 minutes after upload. This feature is designed to help correct errors before the final submission.
How it works:
-
After uploading a file, download/delete options appear next to the uploaded file.
-
These options are available for 30 minutes.
-
After 30 minutes, the file becomes locked and cannot be changed.
SMS Notifications Extended
Clients now receive SMS notifications in addition to email for the following actions:
-
Reminders for pending document requests
-
Notifications when items are due today
-
Overdue reminders
-
When the Send Portal Link is triggered, clients now receive both email and SMS notifications.
Enhanced Upload Experience
Several improvements have been made to make uploading documents more intuitive:
-
Empty File Prevention: Clients can no longer submit a file upload section with no files attached.
-
Submit Button Logic: The Submit button is hidden unless a file has been uploaded, reducing confusion.
Sender Experience
As the invite Sender, you can review the invite progress from Invites Overview Page.