Creating and Sending an Invite - Fileinvite for Lending Help

In this article, we’ll walk you through the process of sending and tracking your first Invite.

Configure the Invite and Contacts

Define where the Invite is going and what documents it will contain.

1. Enter the Subject (which will be the subject line of the email and the invite name) and Due Date by which you want the request returned, and a short message to your clients. Note that a default subject is already included, which can be customized to make the Invite more personal.

   

2. Go to the Send to section, located above the Invite Details section, and add the contacts who will receive the Invite. If this is your first Invite, you probably have not yet added contacts to your account, so either click Add New or search from your available contacts

   

3. In the Add Contact window, enter the contact’s first name, last name, and email address. If you want your contact to receive SMS notifications about the Invite, enter a mobile number with no spaces or dashes.

   

4. Click Create once you have finished. You have now added a new contact to your account and the invite.

5. Scroll to the Requests section below the invite details. You can start creating document requests as required. If you are creating the invite using a template, the requests will be listed here. You can choose to add or delete requests to the invite as needed.

   

Note that a default request name is already included which can be customized. You can choose the type of request, whether a document upload or a fillable form. You can use the add attachment option to add forms to the request. You can also use the 'Click to Upload' option or simply drag and drop a document to the request.

Any changes will be autosaved, and you will notice a message every time your progress has been saved to a draft. 

Send the Invite

Once the Invite contact and contents are defined, the Invite is ready to send.

1. Scroll to the top and find the notification bell to configure the notification settings.

   

   You can set the almost due reminder notification to never, 1 day before due, 2 days before due, or choose a number for the almost due notification to go out. Similarly, set the overdue reminder. 

2. After reviewing the invite, click the send invite located at the top to send the invite to the listed contacts. 

   

    

   You’ll see a success message, with a button to View your Invite. You will also find an option to save the invite requests into a template if it is your first time sending the invite, or if you need to save the requests for future use.

   

Click the View your Invite button to go to the Invite Overview page. This page allows you to manage your invites, and you can choose from the list of invites you would like to monitor.