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      Creating an Invite from a Template

      This article details how to create a new Invite from a template. FileInvite provides several sample templates and you can create your own ones.

      If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.

      To get started, click Create New Invite, which is found at the top right corner of any FileInvite page.

      Screenshot 2024-12-31 133357

       

      From the invite creation screen, click Load Template.

      Screenshot 2024-12-31 133607

       

      In the Template Selection window, you'll see a list of the available templates, and a search option to narrow down the list. 

      • If you click on one template, the Load Template button will activate, allowing you to add the selected template to the invite.

      Screenshot 2024-12-31 133916

      • If you select more than one template, the Merge button will activate, this will take you through the steps to setup the invite using all the elements from the selected templates.
      Screenshot 2024-12-31 133949
        • On the first Merge Templates screen, you'll be able to select which request you'd like to use from each template. Hit Next when ready to continue.

      Screenshot 2024-12-31 134059

        • On the second screen of Merge Templates, you'll be able to select from drop-down menus, which template to take the Subject Line, Message, and Reminder Settings. Click Load when you are happy with your selections
      Screenshot 2024-12-31 134134
      Once you've completed selecting the template(s) options. you'll be taken back to the invite creation screen, where you can further edit the request you've added from your template(s), add Conctacts , modify the Subject, Due Date and reminders, etc. Once the invite is ready click Send Invite.

      Note: By default, the email will come from you. But if you have team members in your account, you can end Send the invite and assign the notifications from it to another User, by clicking the box next to Point of Contact.

      Screenshot 2024-12-31 134233
       

      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.