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      1. Fileinvite for Lending Help
      2. Getting started

      Creating and Sending an Invite

      In this article, we’ll walk you through the process of sending and tracking an Invite, including:

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


      Step 1: Configure the Invite and Contacts

      Setup Invite Content

      1. Enter the Subject Line, which is shown in the recipient's email (and currently serves as the Invite name)

      2. Set the Due Date — must be at least one day after the invite is sent

      3. Write a message to provide context or instructions to the recipient


           4. Go to the Send To section and click Add New, or search from your saved contacts

       

             5. In the Add Contact window, enter:

      • First Name

      • Last Name

      • Email

      • Optional: Mobile number (no spaces/dashes) to enable SMS notifications


           6. Click Create to add the contact to the invite

      Tip: Use Add all Contacts from Company to quickly select all recipients from a specific company—ideal for organizational invites.


      Step 2: Configure Document Requests

      Once contacts are added, scroll to the Requests section:

      • Add new requests or edit existing ones

      • Choose Document Upload or Fillable Form

      • Use Add Attachment or Drag and Drop files into each request

      • A default request name is provided—customize it as needed


      ✅ Autosave is enabled—any changes are saved in real time, and you'll see confirmation messages that your progress is stored as a draft.

      Grouping Document Requests

      You can now organize document requests into logical groups:

      • Click Organize Requests

      • Create and name groups

      • Drag and drop requests into each group

      • Reorder groups to control visibility priority

      • Multi-select and ungroup as needed

      This is especially useful for commercial and multi-entity borrowers.

       

      Step 3: Set Notification Preferences

      At the top of the page, click the Notification Bell to configure reminder settings:

      • Almost Due reminders: Never, 1–7 days before due

      • Overdue reminders: Customize how soon and how often recipients are notified

       

      Step 4: Send the Invite

      After configuring all sections:

      1. Review the details

      2. Click Send Invite at the top

       

       

      Once sent:

      • A success message appears with an option to View Invite

      • You can also Save the request set as a template for future use

      View and Manage Invites

      Click View Invite to open the Invite Overview Page, where you can:

      • Track recipient activity

      • Monitor document submissions

      • Resend reminders

      • Archive or duplicate invites

      Supported File Types and Sizes

      For Invite Creation (App Users)

      File Requests:

      • Max: 10 documents

      • Max size: 100MB per file

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

      Form Requests:

      • Only PDFs supported

      • Max size: 100MB

      For Portal Uploads (End Users)

      Same limits and file types apply.

      Note:
      .heic and .heif files must be uploaded from macOS or iOS. Windows users should convert these files (e.g., to .jpg or .png) before uploading.

      🆕 Additional UI & Functional Improvements

      • ✅ Submit Button Logic: Now hidden until at least one file is uploaded—prevents incomplete submissions

      • 📱 Portal Link Notifications: Trigger both email and SMS when sending portal access

      • 📤 Empty Upload Requests: Now supported for workflows that require placeholder requests