If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.
Creating a New Contact
Contacts can also be added to your account when creating a blank Invite or an Invite from a template.
Click the Contacts icon in the left sidebar, then select Contacts to open your Contact List.
- To add an individual contact, click Add Contact +
- To create multiple contacts at once, click Import from CSV
When adding a new contact, fill in the following details:
Personal Details:
- First Name
- Last Name
- Email address
- Optional: Mobile Number (for SMS notifications)
Company Details:
- Company
- Position
- 🆕 Language — now you can set the preferred language for each contact. This controls the language used in the Client Portal, emails, and SMS notifications sent to this contact — ensuring a localized experience for borrowers in different regions. Available languages:
- English
- Spanish
- Dutch
- German
- French
Click Create Contact to save.
CSV Import
When selecting Import from CSV, a window appears where you can upload your file. A link to download a Contact Import Template is also available to ensure your CSV is properly formatted.
Company-Based Contact Management
Contact management now includes enhanced support for company associations, allowing for more efficient invite creation—especially when working with larger organizations.
Company Association
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When creating or editing a contact, you can now assign them to a company.
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This association makes it easier to filter contacts and manage communication at the company level.
Bulk Selection by Company
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When sending an invite, you can now Add All Contacts from Company to the invite with one click.
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This streamlines bulk actions and improves consistency when dealing with multiple stakeholders from the same organization.
Best Practices for Company Setup
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Always associate contacts with their respective companies when adding or editing them.
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Use consistent company names across your contact list to ensure filters and bulk actions work correctly.
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This setup helps you manage invites efficiently, especially within complex organizational structures.
Editing or Deleting an existing Contact
To edit or delete a contact, click the three dots next to their name to access options like View, Edit, or Move to Bin. You can also click directly on the contact.
- If you choose View, you’ll be taken to the Contact View screen. From there, click the pencil icon in the top-right corner to make changes.
On the Edit Contact screen:
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Update contact details
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Or delete the contact by selecting Move to Bin
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Don’t forget to click Save Changes when finished
Managing Multiple Contacts
You can select multiple contacts by checking the boxes next to their names. Then choose to either:
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Move to Bin
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Add to Group
This allows for faster updates and organization.
Trash Bin & Contact Recovery
When you move a contact to the Trash Bin, it will remain there for 30 days before being permanently deleted.
To restore a contact, navigate to the Trash Bin tab and either:
- Individual restore — click the three dots (⋮) next to the contact and select Restore
- Bulk restore — check the boxes next to multiple contacts, then click the Restore button at the top
Once contacts have been in the Trash Bin for 30 days, they cannot be restored and will be permanently deleted.
🎉 Your contacts are organized and ready — time to start collecting documents! 🎉