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.

  • Hyperlinks: You can include clickable links in your invite and request messages:

    • Highlight the text you want to turn into a link
    • Click the hyperlink icon in the message editor
    • Enter the HTTPS URL (only secure links are allowed)
    • The system validates links using Google's Safe Browsing API for security
    • Links will open in new tabs for borrowers

• Add an Invite Name. This field allows you to create an internal identifier for your invite that's separate from what borrowers see. This helps you distinguish between multiple invites when managing several loans or projects.

  • The Invite Name automatically populates with the template name when you select a template
  • You can override the auto-populated name with your own custom identifier
  • This name is only visible to internal users and does not appear in borrower communications
  • Use descriptive names like "Smith Loan - Purchase" or "ABC Company - Equipment Financing"

Team Assignment:

Set up your team structure while creating the invite:

• Assignee: Select the team member responsible for managing this invite
• Team: Choose which team should have access to this invite
• Watchers: Add team members who should receive notifications about invite progress

 

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.

Duplicate Group Functionality:

• After creating your first request group, you can duplicate it using the Duplicate Group button
• The duplicated group will be named "[Original Name] Copy"
• Modify the duplicated group as needed for similar document requirements

 

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.