Integrating Cloud Sync with Google Drive

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

If you are a Google Drive user, we've made it easy to link your account and store all your files in one secure place.

1. To get started, click the Settings gear icon at the bottom left, Integrations at the left menu, nd then hit the Connect button under Google Drive.

2. You will be prompted to Sign in to your Gmail account.

3. Or to Choose an account if you are already signed in to Gmail.

4. You'll see a message saying “Google hasn’t verified this app” from there at the bottom left click “Advanced,” and then click “Go to FileInvite.app (unsafe).”

5. Next, follow the prompt to continue with the selected Gmail account and allow Fileinvite to access it, this is necessary for Fileinvite to upload files to your Google Drive on your behalf.

6. On the permissions screen, ensure you select all permissions and click Continue

7. Almost done! Click Choose Folder to create a new folder or select an existing one under Google Drive where you'd like the files to be saved, and then click Save Changes to finish.

Files your clients upload to their invites will sync to Google Drive based on your File sync trigger setting—either immediately on upload, or after you've Accepted them from the invite Overview page.

To access the files that have been synced to Google Drive, head to My Drive > (Your chosen Google Drive Folder), and locate the invite folder

If you don't choose or create a dedicated folder, the integration will create a new folder for each invite under My Drive.

Only invites created after you’ve set up your cloud sync service will be uploaded automatically. Any files uploaded beforehand will need to be downloaded manually

Files retrieved through the Illion BankStatements integration are automatically converted to PDF and synced to your connected cloud storage alongside all other uploaded documents.

File Sync Trigger

You can control when files sync to your connected cloud storage.

Navigate to Settings > File Sync Settings
Click the File Sync tab
Under Trigger, select an option:
- On Upload: Files are synced immediately when a borrower uploads a document in the portal
- On Accept: Files are synced only when the file is accepted after being reviewed
Click Save Settings

Folder Naming Preferences

You can automatically rename the folders FileInvite creates for each invite, both for downloaded files and files synced to Google Drive.

Navigate to Settings > File Sync Settings
Click the Folder Options tab
Toggle on Rename Invite Folders
Choose your preferred Separator Options (e.g., underscore, dash, or space)
Drag to reorder which variables appear in the folder name:
- Invite Subject
- Contact(s) Name (format options include Firstname Lastname)
- Invite Reference
- Date (format options include YYYYMMDD)
- Contact(s) Company
Click the eye icon next to any variable to show or hide it from the folder name
Check the Folder Name Preview to confirm the result
Click Save Settings

Note: If the generated folder name exceeds 50 characters, it's automatically truncated to ensure compatibility with Windows.

Enhanced Drive Selection

The Google Drive integration offers greater flexibility to align with your team’s file storage practices:

Navigate Between Drives: Switch between My Drive and Shared Drives
Select Any Folder: Choose any existing folder within your drives for syncing (not just those created by FileInvite)
Improved Team Workflows: Better align document storage with your internal systems

How to Use It:

During setup, you’ll now see options for both My Drive and Shared Drives
Navigate your folder structure to select where you want documents saved
This allows for seamless integration into your current organizational hierarchy without generating redundant folders