Link your Google Drive account so all your files are saved and can be accessed from the cloud.
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).”
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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
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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 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
Folder Naming Preferences
Custom Folder Naming Options:
You can customize how FileInvite names folders when syncing files to your cloud storage:
Accessing Folder Options:
- Navigate to Settings > File Renaming Preferences
- Click on the new Folder Options tab
- Configure your preferred naming convention
Available Variables:
- Contact Name: Uses the borrower's name
- Invite Name: Uses your internal invite identifier
- Invite Subject: Uses the subject line from the invite
- Date: Includes relevant dates (creation, due date, completion)
- Contact Company: Uses the borrower's company name
Customization Options:
- Separators: Choose between spaces, underscores, or dashes
- Variable Order: Arrange variables in your preferred sequence
- Preview: See how your folder names will appear before saving
Example Naming Conventions:
- Contact Name - Invite Name → "John Smith - Purchase Loan"
- Contact Company_Date → "ABC Corp_2025-08-26"
- Invite Subject (Date) → "Mortgage Application (2025-08-26)"
Benefits:
- Align folder naming with your organizational standards
- Improve searchability in your cloud storage
- Reduce manual folder reorganization
- Maintain consistency across all integrations
Note: Changes apply to new invites only. Existing folders retain their current names unless manually updated.
Enhanced Drive Selection
The Google Drive integration offers greater flexibility to align with your team’s file storage practices:
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Navigate Between Drives: Switch between My Drive and Shared Drives
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Select Any Folder: Choose any existing folder within your drives for syncing (not just those created by FileInvite)
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Improved Team Workflows: Better align document storage with your internal systems
How to Use It:
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During setup, you’ll now see options for both My Drive and Shared Drives
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Navigate your folder structure to select where you want documents saved
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This allows for seamless integration into your current organizational hierarchy without generating redundant folders