Learn how to customize your email notification settings to stay informed about Invite activity and messages. FileInvite allows you to control exactly which updates you receive, ensuring you only get notified about the events that matter most to you.
If your FileInvite Login URL ends in fileinvite.com, please use this knowledge base instead.
How to Access Notification Preferences
- Navigate to Settings from the left sidebar
- Select Notification Preferences
- The Notification Preferences page will display all available notification options
Notification Categories
FileInvite organizes notifications into two main categories: Invite Activity and Messages.
Master Toggle
At the top of the Notification Preferences page, you'll find a master toggle switch. The master toggle must be enabled for any individual notification preferences to take effect.
Invite Activity Notifications
These notifications keep you informed about the status and progress of your Invites:
| Notification | Description | Default |
|---|---|---|
| Invite sent | Get a confirmation email when your Invite is successfully sent | Enabled |
| Invite in progress | Be notified when a contact starts completing your request | Enabled |
| Contact submission complete | Be alerted when a contact finishes submitting their requests | Enabled |
| Ready for review | All documents have been submitted — time to review the Invite | Enabled |
| Invite still pending at due date | Get a reminder when the due date arrives and the Invite is still incomplete | Enabled |
| Request submission | Get notified when a request is submitted | Disabled by default |
The Request submission notification includes a Frequency dropdown where you can choose between:
- Real-time: Receive notifications immediately as requests are submitted
- Every 2 hours: Receive batched notifications every two hours
Messages Notifications
Stay connected with your contacts through message notifications:
| Notification | Description | Default |
|---|---|---|
| New message from borrower | Get notified instantly when a borrower sends you a message | Enabled |
Updating Your Preferences
To change your notification settings:
- Check or uncheck the box next to any notification type to enable or disable it
- For Request submission notifications, click the Frequency dropdown to select your preferred timing
- Changes are saved automatically
💡 Best Practice: Review your notification preferences periodically to ensure they align with your current workflow. If you're managing many Invites simultaneously, consider using the "Every 2 hours" frequency for request submissions to reduce email volume.
🎉 Your notification preferences are now configured to keep you informed in the way that works best for you! 🎉