FileInvite Glossary

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Invites and Templates

Term	Definition
Archived Invites	Invites moved out of your active list. You can search them by Invite name, contact name, or Invite reference. Organization Owners and Admins can restore one with Un-archive Invite from the Invite Actions menu.
Bulk Actions	Actions you can apply to several Invites at once from the Manage Invites page: Archive, Change Point of Contact, and Change Due Date. Select Invites using the checkbox on each row or Select All.
Create Bulk Invite	An option in the Create Invite dropdown for creating and sending Invites to multiple contacts at once.
Draft Invites	Invites you have saved but not yet sent. Find them under Invites > Draft Invites.
Due Date	The date by which the Contact should return all requested documents.
Duplicate Invite	Creates a new Invite from an active or archived one, copying its contacts, subject, requests, message, and reminder settings.
Follow-up	Additional requests sent on an Invite that has already been sent.
Invite	A document collection request sent to one or more Contacts. Each Invite contains one or more requests.
Invite Actions	The dropdown menu of management options for an Invite, such as Download All, Duplicate, and Re-sync Files to Cloud.
Invite Logs	A timestamped log of everything that has happened on an Invite, such as uploads, status changes, and assignee updates. Open it from the View Invite screen and use Generate Report to receive the full history as a CSV by email.
Invite Name	The internal name used to identify an Invite. When you load a template, it fills in automatically with the template name, and you can change it.
Invite Privacy	A setting that controls the access level for an Invite. The current access indicator updates as you change the selection, before you save.
Invite Status	The overall progress of an Invite: Sent, Awaiting Review, or Completed.
Manage Invites	The main page listing your active Invites, with search, filters, and Saved Filters. Find it under Invites > Manage Invites.
Merge	Combines two or more templates into one Invite from the Template Selection window.
Print Invite	Generates a PDF summary of an Invite that you can share with external partners.
Saved Filters	Filter combinations you name and save on the Manage Invites page. Your last used filter is applied automatically the next time you open the page.
Template	A reusable set of requests and settings you can load into a new Invite.
Template Selection window	The window that opens when you click Load Template, where you search for, select, and load or merge templates.

For more on templates, see Creating an Invite from a Template.

Requests and Request Groups

Term	Definition
Bank Statements request	A request type that lets borrowers retrieve bank statements directly from their bank by clicking Retrieve Statement in the Client Portal. Available to Australian accounts with the Bank Statements add-on.
Digital certificate	A certificate issued with a signed document. It shows the request name as the document name.
Duplicate Group	Copies an entire Request Group, including all its requests, while you create or edit an Invite.
File Request	A request asking the Contact to upload one or more documents, such as a passport or payslip.
LiveForms	Forms the Contact fills in and signs online within the Client Portal. When more than one Contact shares a form, each can see the others' progress in real time.
Organize Requests	A drag-and-drop window for reordering requests in an Invite or template. The order you save appears in the Invite and in the Client Portal.
Request	A single item within an Invite that asks the Contact to upload, complete, or sign a document. Each Invite can hold up to 100 requests.
Request Group	A named collection of related requests. In the Client Portal, each Request Group appears as a collapsible card.
Request Status	The progress of an individual request: Sent, Progressing, Awaiting Review, Accepted, or Rejected.
Uploaded on behalf	A tag added to files that a user uploads for a borrower from within FileInvite. These uploads move the request straight to Awaiting Review.

Client Portal

Term	Definition
Client Portal	The secure web page where Contacts view their requests, upload documents, complete LiveForms, and send messages. Also called the End User Portal.
Messages panel	The panel on the right side of the Client Portal where Contacts and your team exchange messages. Click View All Messages to see the full history.
Private message	A message sent to specific Contacts only, rather than to All Contacts on the Invite.
Progress bar	The bar at the top of the Client Portal showing how much of the Invite has been completed.

People and Roles

Invite Roles

Term	Definition	Visible to Contacts
Assigned Team	The team that owns an Invite. Used for team-level ownership and filtering.	No
Assignee	The team member working on the Invite internally.	No
Contact or Borrower	The person who receives the Invite and provides the documents.	Not applicable
Point of Contact (POC)	The team member who handles communication with the Contact.	Yes
Sender	The person who sends the Invite.	Yes
Watchers	Team members or teams who receive email notifications about an Invite's progress without managing it.	No

For more on these roles, see Invite Roles: Point of Contact, Assignee & Watchers.

User Roles

Term	Definition
Organization Owner	Full access to the account, including team member activity logs and un-archiving Invites.
Admin	Manages the account and team members, with the same access to activity logs and un-archiving as the Organization Owner.
User	Creates, sends, and manages Invites.
Viewer	Can view Invites but cannot make changes, such as assigning team members.
Teams	Groups of team members you create on the Teams page and use to assign Invites and Watchers.

Document Review and File Management

Term	Definition
Accept	Approves a file the Contact submitted. Accepted files sync to your cloud storage if a cloud sync integration is set up.
Collate Files	An Invite Actions option, available once files are uploaded, that combines an Invite's files into a single document.
Download All	Downloads everyone's files from an Invite as a single ZIP file. See Download All Uploaded Files as a ZIP.
Original folder	The folder in a Download All ZIP that holds files in their original format.
PDF folder	The folder in a Download All ZIP that holds PDF copies of the files.
Reject	Sends a file back to the Contact for revision. Signatures on a rejected LiveForm are cleared automatically so the form can be signed again.

Integrations

Term	Definition
API callbacks/webhooks	Notifications FileInvite sends to your own systems when events happen on an Invite.
BankStatements/Illion integration	Connects FileInvite to Illion so borrowers can retrieve bank statements in the Client Portal. Statements are converted to PDF and handled like any other document. Set it up under Settings > Integrations.
Cloud sync integrations	Automatically saves accepted files to SharePoint, Google Drive, Box, or OneDrive for Business.
Connected Workflow Integrations	Integrations that connect FileInvite to your CRM, such as Salesforce or HubSpot. See Connect to Your CRM.
Folder Naming Preferences	Settings that control how cloud sync folders are named, using variables and separators.
Re-sync All	A prompt that appears after you reconnect cloud storage, letting you re-sync files across all in-progress Invites you created.
Re-sync Files to Cloud	An Invite Actions option that re-sends a single Invite's accepted files to your connected cloud storage.
Workato connector	Connects FileInvite to other applications through Workato.

Security and Account

Term	Definition
Activity Logs	A tab on the View Team Member page where Organization Owners and Admins can view and download a CSV of a team member's activity for a date range.
Management Insights	A dashboard for tracking document collection progress, including team pipeline, distribution, and template reports.
Multi-Factor Authentication (MFA)	An extra sign-in step that confirms your identity with a second method in addition to your password.
Notification Preferences	Settings that control which email notifications you receive. Find them under Settings > Notification Preferences.
One-Time PIN (OTP)	A single-use code sent to a Contact to confirm their identity before they access the Client Portal.
Usage metrics	Account-level figures that show how your team is using FileInvite.

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