Creating a New Blank Invite

This article explains how to create a new Invite from scratch, including how to organize requests, select contacts by company, and use improved interface features.

 

Getting Started

To begin, click Create New Invite, located at the top-right corner of any FileInvite page.

 

Step 1: Set Up Your Invite

• Invite Name: This appears in the email subject and helps you and your client identify the request.

• Due Date: Required. Must be at least one day later than the send date.

• Message: A personalized message that appears in the client's email and portal.

You may optionally load a template, which can pre-fill requests, documents, and instructions.

Step 2: Set Up Your Requests

For each document or form you want to request, you can:

• Edit the Request Name, Type, Instructions, and Recipients

• Upload a document to be completed online (PDFs only for form requests)

• Apply Redaction Settings under Additional Options

📁 Organizing Requests with Groups

Before sending your Invite, you can group related requests to improve clarity for the client:

• Click Organize Requests to open the grouping modal

• Name your custom section headers

• Drag and drop requests into their appropriate groups

• Reorder groups to prioritize visibility

This helps structure your Invite logically, especially when requesting multiple items.

Step 3: Add Recipients

When selecting contacts, you can:

• Add individual contacts

• Use "Add all Contacts from Company" to quickly select all contacts associated with a specific company
  This is useful for bulk-inviting multiple stakeholders from one organization.

Step 4: Send the Invite

Once all setup steps are complete, scroll to the top of the page and click Send Invite.

Supported file types and size business rules

Supported File Types for Creating an Invite (App)

• File Request:

  • Users can attach up to 10 documents.

  • Maximum size: 100MB per document.

  • Supported file types: .pdf, .csv, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .jpg/.jpeg, .heic*, .heif*, .png.

• Form Request:

  • Only PDF files are allowed.

  • Maximum size: 100MB per PDF.

Supported File Types for Portal Upload (End Users Portal)

• File Request:

  • End users can upload up to 10 documents.

  • Maximum size: 100MB per document.

  • Supported file types: .pdf, .csv, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .jpg/.jpeg, .heic*, .heif*, .png.