Creating an Invite from a Template

Getting Started

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

Clicking the dropdown arrow next to Create Invite gives you three options:

• Create Invite — create a standard single Invite
• Create Bulk Invite — create and send Invites to multiple contacts at once. See Bulk Send Invites for more details
• Create Recurring Invite — set up a repeating document collection schedule. See Recurring Invites for more details

Template Loading Process

The Load Template option is prominently displayed at the top of the invite creation form.

Steps:

1. Click Load Template
2. In the Templates window, browse by category or use the search bar to find your template(s)
3. Select one or more templates using the checkboxes — a bar above the list shows how many templates are selected and a running [count] / 150 requests total
   
   
4. Click Load Template (single selection) or Merge Templates (two or more)
5. On the Merge Templates screen, each selected template appears as its own column listing its requests — uncheck any requests you don't want to include, then click Next
   
6. On the Choose template settings screen, use the dropdown under Subject line, Message, and Reminder settings to pick which template's version of each to use — a preview appears next to each dropdown, and you can edit it directly
7. lick Load templates
   
8. If your Invite already has requests, a prompt appears asking you to choose Replace All (remove existing requests and use the selected template requests) or Append to Existing (keep existing requests and add the selected ones). Select an option and click Confirm
   
   
   

The form will auto-populate with the selected template's settings. Continue adding contact information, assigning a due date, and adjusting Point of Contact and other options as needed — for more details, see Creating and Sending an Invite.

Auto-Populated Invite Name: When you select a template:

• The Invite Name field automatically populates with the template name
• You can override this with a custom name for better organization
• Use specific identifiers like "Johnson Mortgage - Template A" to distinguish between multiple invites

Selecting Templates

The Templates window is a searchable list rather than a tile grid, making it easier to find the right template as your library grows.

• Browse by category — filter templates using the same category navigation as the Template Library
• Search — use the search bar to locate a specific template by name
• Select multiple templates — there's no cap on how many templates you can select, up to a maximum of 150 requests total per Invite
• Choose specific requests — on the Merge Templates screen, uncheck any requests you don't want to carry over from a template
• Pick which settings to use — on the Choose template settings screen, select which template's Subject line, Message, and Reminder settings should apply, with an editable preview of each
• Clear selection — click Clear selection above the list to deselect all templates and start over

Organizing Grouped Requests

Templates now support pre-organized request groups, making your Invites more structured and client-friendly.

• When a template includes groups, they’ll be loaded automatically

• Use the Organize Requests feature to:

  • Add or rename section headers

  • Drag and drop requests into different groups

  • Reorder groups for emphasis

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
• You can fully customize the grouping structure before sending.

Adding Contacts

After loading the template and configuring requests:

• Add individual contacts manually

• Or use Add all Contacts from Company to quickly invite all recipients associated with a particular company

Adding Team Members and Watchers

You can assign Assignees, Teams, and Watchers directly during invite creation. In the Create Invite header, you'll see new fields for:

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

Removing Watchers: Once watchers are added, you can remove them by clicking the "X" next to their name in the watchers list.

Final Steps Before Sending

• Review the Subject, Due Date, Reminders, and Point of Contact

• If you have team members in your account, you can assign the invite notifications to another user by checking the box next to Point of Contact

• Once everything is ready, 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.