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Invites Management Page

The Invites page is your landing page when you first log in to your account. See below for more details on how to take advantage of this tool.

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

Navigating to Invites

To access your Invites, click the Invites icon (✉️) in the left sidebar. The Invites menu will expand, showing the following options:

  • Manage Invites — View and manage all your active Invites
  • Draft Invites — View Invites that have been saved but not yet sent
  • Archived Invites — View Invites that have been archived
  • Collation History — View your history of collated files

Manage Invites

To view your Invites, click the Invites icon in the left sidebar and select Manage Invites.


The Manage Invites page displays all your Invites with the following columns:

  • Invite Reference — The name of the Invite, with a status badge (e.g., NO PROGRESS, COMPLETE, OVERDUE)
  • Contacts — Full names of the contact(s) on the Invite, displayed inline
  • Progress — Percentage of completion with a visual progress bar
  • Scheduled Date — The date the Invite is scheduled to be sent (if applicable)
  • Due Date — The deadline for the Invite
  • Last Activity — How long ago the last action occurred on the Invite

Each Invite row includes a three-dot menu (⋮) on the far right with the following quick actions: 

  • Copy Invite Link — Copies the Invite's Client Portal link to your clipboard
  • View — Opens the Invite Overview page
  • Edit Invite — Opens the Invite for editing
  • Duplicate Invite — Creates a copy of the Invite
  • Archive Invite — Moves the Invite to Archived Invites
  • Mark as Completed — Marks the Invite as complete

Views

At the top-left of the page, the Views dropdown allows you to switch between saved views (e.g., All Invites). Click Reset to return to the default view. Use Save View and Settings in the top-right to save or configure custom views.

Sort By

Use the Sort By dropdown to reorder your Invites list:

  • Newest Invites First (default)
  • Oldest Invites First
  • Most progress
  • Least progress

Search

The search bar now supports searching by contact name and invite name in addition to other search terms, making it faster to locate specific Invites from large lists. Begin typing in the Search field and the list will filter in real time. Use the Search by invite reference or contact bar in the top-right to quickly locate a specific Invite by name or contact details.

Filter

Click the Filter button to narrow your Invites list. The Filter panel allows you to filter by:

  • Point of Contact — Search by team member name or email
  • Contact — Filter by borrower/client
  • Contact List — Filter by contact list
  • Company — Filter by associated company
  • Assignee — Filter by assigned team member
  • Assigned Team — Filter by team
  • Invite Status — Filter by current status

View Invite Page

Clicking an Invite from the Manage Invites page opens the View Invite page for that Invite.

Header

At the top of the page, you'll see:

  • Invite Name — Displayed next to "View Invite." Click the pencil icon (✏️) next to the name to edit it.
  • Send to — The contact(s) assigned to this Invite. Click a contact's name to open their Customer Portal directly. This is useful if you need to view the portal from the borrower's perspective, complete forms on behalf of the contact, or check what the contact sees when they access their Invite.
  • Created — The date the Invite was created
  • Point of Contact — The team member assigned as the primary contact for the borrower

On the right side of the header:

  • Assignee — The team member responsible for managing the Invite internally
  • Team — The team assigned to the Invite (click to search and assign a team)
  • Watchers — Users who receive notifications for this Invite (click + to add watchers)

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

Accessing the Customer Portal

The Customer Portal is the secure, borrower-facing interface where contacts upload documents, complete LiveForms, and track their progress. From the View Invite page, there are two ways to access a contact's Customer Portal:

  1. Click the contact's name in the Send to field at the top of the page
  2. Copy the portal link using the three-dot menu (⋮) on the Manage Invites page and selecting Copy Invite Link, or via Invite Actions > Send Portal Link to send the link directly to the contact

Note: Opening the Customer Portal as a sender allows you to view exactly what the borrower sees, complete forms on their behalf, and verify that all requests and instructions display correctly.

Request Groups

The main area of the page displays the Invite's Request Groups as collapsible cards. Each request within a group shows its name and a status badge (e.g., NO PROGRESS, COMPLETE, OVERDUE). Click the arrow (›) next to a Request Group to expand or collapse it.

Privacy

Click the Privacy button in the top-right corner to open the Invite Privacy dialog. This shows:

  • Search users and teams to add — Search bar to grant access to additional users or teams
  • General Access — The default access level for this Invite (e.g., organisation-wide)
  • Current Access — A list of all users and teams who currently have access, with their role (e.g., Creator, Point of Contact, Account)

Click Save Changes to update privacy settings, or Cancel to discard changes.

 

 

Invite Actions

Click the Invite Actions dropdown in the top-right corner to access the following options:

  • Edit Invite — Open the Invite for editing
  • Create Follow-Up — Create a follow-up Invite
  • Send Portal Link — Send the Client Portal link to the contact(s)
  • Mark as Complete — Mark the Invite as completed
  • Download Files — Download all files from the Invite
  • Collate Files — Collate all files into a single document
  • Resync Files to Cloud — Re-sync files to your connected cloud storage
  • Invite Activities — View the Activity Log and Invite Log for this Invite
  • Duplicate Invite — Create a copy of the Invite
  • Archive Invite — Move the Invite to Archived Invites
  • Print Invite — Print the Invite details

Invite Activities

Invite Activities gives you a detailed, chronological record of all actions taken on an Invite by both borrowers and senders, without needing to export a CSV file.

For full details on accessing and using Invite Activities, see Invite Activities.

Ongoing Reminders

Ongoing reminders replace overdue reminders and continue sending until the Invite is completed or manually stopped — with no automatic cutoff.

 

View Messages

Click View Messages on the right side of the page to open the Messages panel. The panel slides open alongside the Request Groups, displaying:

  • Messages header with a refresh icon to check for new messages
  • Message history — All messages sent between you and the contact(s) on this Invite (displays "No messages sent yet" if no messages have been exchanged)
  • Message field — Type your message (up to 500 characters)
  • Select Recipients — Choose which contact(s) to send the message to
  • Send button — Click to send your message

To close the panel, click Hide Messages.

Messages sent here will also appear in the contact's Customer Portal, and any replies from the contact will be visible in this panel.

Bulk Actions

You can now act on multiple Invites at once from the Manage Invites page. Each row includes a checkbox, and selecting one or more Invites reveals a bulk action bar with options to Archive, Change Point of Contact, or Change Due Date in a single step.

For full details, see Bulk Actions on the Manage Invites Page.

Optional Due Dates

Due dates on Invites are now optional. You can leave the Due Date field blank when creating or editing an Invite — useful when completion timelines are flexible or uncertain.

 

 

 

Enhanced Invite Organization

Invites created with grouped requests will display their organizational structure, making it easier to identify and manage complex document collection scenarios.

Reporting and Analytics

Advanced Management Insights you access to enhanced reporting through the Management Insights dashboard:

Team Pipeline Status:

  • Real-time view of invite progress across all teams
  • Track completion percentages and average processing times
  • Identify teams that may need additional support or resources

Invite Distribution Analytics:

  • See how invites are distributed across your organization
  • Monitor workload balance between teams
  • Plan resource allocation based on volume trends

Template Performance Metrics:

  • Track usage frequency for each template
  • Monitor completion rates by template type
  • Identify which templates are most effective
  • Optimize your template library based on performance data

Accessing the Reports:

  1. Navigate to the Management Insights section
  2. Select your desired date range
  3. Choose specific teams or view organization-wide data
  4. Export data for further analysis if needed

 

🎉 You're now up to date with everything new on the Invites Management Page! 🎉