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      Product Update Changelog

      This update contains tweaks, and minor enhancements to the FileInvite platform.

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

      We are constantly working to improve your FileInvite experience! Here's a summary of what has changed.

      Released: April 15, 2025
      Version: API v1.61.0

      What’s new:

      You can now reorder requests using a drag-and-drop interface when creating or editing invites and templates. This gives you more control over the structure and flow of information shown to clients.

      What’s changed:

      • A new "Organize Requests" button appears in:

        • Create Invite

        • Create Template

        • Edit Invite (Initial and Follow-up have separate buttons)

        • Edit Template

        • Send Follow-up

      • Requests can be reordered one at a time in a drag-and-drop modal.

      • Changes are only saved when you click “Save” in the modal.

      • The request order now persists in the:

        • Invite view

        • Client portal

        • Templates

      • The button is disabled if no requests are present or if template loading is incomplete.

      • Multi-select and grouping are not supported in this release.

      Who benefits:
      This update gives users more flexibility to present requests in the order that best fits their client workflows. It improves clarity and consistency, particularly when using templates or tailoring requests for specific deals.

      Released: April 15, 2025
      Version: API v1.61.0

      What’s new:
      Users can now securely upload files on behalf of an end user (borrower) directly within the app. This addresses previous compliance concerns with uploading via the end-user portal, and ensures all activity is tracked for better transparency and accountability.

      Key Details:

      • Applies only to file upload requests.

      • Uploads can be made for requests in statuses: Sent, Progressing, Awaiting Review, and Rejected.

      • Uploads are not allowed once the request is marked Accepted.

      • Uploaded files will be tagged with:
        Uploaded on behalf by [User Name]

      • Upload action bypasses Progressing status and moves the request to Awaiting Review.

      • Upload button is disabled once the 10-file limit per request is reached (with tooltip notification).

      • Activity is fully tracked via the inviteRequestFileUploaded event.

      • Upload opens a file explorer popup (no drag-and-drop interface).

      • Same upload rules apply (file size and number limits).

      • Available to users who have approve/reject permissions.

      Release Version: API v1.61.0
      Release Date: April 8, 2025

      NEW FEATURE

      Duplicate an Invite

      Users can now duplicate any active or archived invite directly from the app. This helps teams quickly resend or reuse an invite setup without manually re-entering details. The duplicated invite retains the same contacts, message, requests, and settings—just update the due date and you’re good to go.

      Key Features:

      Duplicate Option in Invite Actions:
      You can now duplicate an invite directly from the Invite Actions menu. This is available on the Manage Invites page, View Invite page, and Archived Invites page.

      Create Invite Pre-filled:
      When duplicating an invite, the Create Invite page will open with the following pre-filled:

      • Same contacts as the original invite

      • Same subject line

      • Same requests and associated forms/files

      • Same invite message

      • Same reminder settings

      Release Version: API v1.60.0

      Release Date: April 3, 2025

      NEW FEATURE

      Un-Archive Invite

      We've introduced a new feature that allows you to un-archive invites, bringing them back into active status for further action. This provides more flexibility when dealing with revived deals or reopened workflows.

      Key Features:

      • Un-Archive Option in Invite Actions:
        You can now un-archive an invite directly from the Invite Actions menu, making it easier to restore archived invites without additional steps.

      • Point of Contact (POC) Selection:
        When un-archiving, you must select a valid Point of Contact (POC) from your team. This ensures that the invite is assigned correctly before it’s brought back into action.

      • Due Date Confirmation:
        The invite will require a valid due date when being un-archived. If the due date is in the past, an error message will appear, preventing the invite from being restored until corrected.

      • Notification Options:
        When un-archiving, you can choose whether to notify the involved contacts. If notifications are enabled, they will be sent to the POC, watchers, and assignees.

      • Activity Log Update:
        Every action of un-archiving is logged in the activity log, providing transparency and tracking for the invite’s history.

      Un-Archive Details:

      • Reopening Invitations:
        The un-archiving feature is designed to streamline the process of reopening invitations when deals are revived or workflows are resumed.

      • User Role Permissions:
        Only Organization Owners and Admins have access to the un-archive feature. Users with the Viewer role will not see this option.

      • Toast Notifications:
        Once an invite is successfully un-archived, a toast notification will confirm the action and provide a link to view the restored invite in the Manage Invites page.

      How to Use:

      To un-archive an invite, follow these steps:

      1. Navigate to the Archived Invites section.

      2. Select the invite you wish to un-archive.

      3. Click the "Un-archive Invite" option from the Invite Actions menu.

      4. Confirm the POC and set a valid due date.

      5. Choose whether to notify the contacts involved.

      6. Click "Un-archive" to restore the invite.

      Release Version: API v1.59.0
      Release Date: April 2, 2025

      NEW FEATURE

      Download Team Member’s Activity Log

      Admins can now generate and download a CSV report of any team member’s activity over a specified date range. This provides a valuable audit and security trail, making it easier to track actions taken by team members.

      Key Features:

      • New “Activity Logs” Tab on the View Team Member page, visible only to Organization Owners and Admins.

      • Date Range Selector:

        • Default range: From team member's creation date to today.

        • Past/future dates outside this range are disabled.

        • “Apply” must be clicked to update the table and apply the range to the generated report.

      • Generate Report Button:

        • Sends a background request to generate the report using the last applied date range.

        • If a new range is selected but not applied, the report uses the most recently applied range.

      • CSV Report Delivery:

        • Emailed to the requester with a secure download link valid for 90 days.

        • File name format: Activity Log Report – [TeamMemberFirstName LastName] – [FROMDATE] – [TODATE].csv

      • Log View:

        • Activity logs are displayed in descending order (newest to oldest).

        • Selecting a new date range re-enables the “Apply” button, which is otherwise disabled.

      Permissions:

      • Only visible to Organization Owners and Admins.

      • Hidden for users with User or Viewer roles (no change from current behavior).

      Release Version: API v1.59.0
      Release Date: April 1, 2025

      Enhancement: Manage Invite Redesign Part 3 – Saved Filters

      Summary:
      We’ve introduced Saved Filters to the Manage Invite page, making it easier to return to frequently used filter combinations. This update improves usability by reducing repetitive filtering and streamlining your workflow.

      Enhancement Details:

      Saved Filters Panel:

      • A new left-side panel allows users to view and manage their saved filters.

      • The panel can be collapsed or expanded using the new "Filters" button in the top-right corner.

      Create & Save Filters:

      • Users can create new saved filters based on selected search terms, statuses, tags, users, and date ranges.

      • Each saved filter includes a custom name and auto-saves the applied criteria.

      Manage Saved Filters:

      • Rename, delete, or update saved filters from the panel.

      • Saved filters persist across sessions for each user, ensuring a consistent experience.

      Default Behavior:

      • When loading the page, the last used filter (including custom combinations or saved filters) is automatically applied.

      These enhancements are designed to help teams quickly access relevant invites and reduce time spent reapplying filters, especially for users managing high volumes of invites.

      Release Version: API v1.56.0

      Release Date: March 6, 2025

      Enhancement: Follow-Up Limits & Invite Request Management

      Summary:

      We have updated the follow-up and request management experience to improve clarity and prevent errors related to request limits in invites. These changes ensure users can efficiently manage follow-ups and avoid exceeding system limitations.

      Enhancement Details:

      • Follow-Up Limit Label Removed – The Invite Actions menu no longer displays a counter for follow-ups.

      • Clarified Follow-Up Page Text – Removed outdated references to a two-follow-up limit.

      • New 100-Request Limit per Invite:

        • Users can now add up to 100 total requests per invite.
        • The "Create Follow-Up" button is disabled once the limit is reached, with a tooltip indicating the maximum has been met.
        • A validation message now appears when attempting to exceed 100 requests.

      • Template Handling Improvements:

        • Creating Templates: The "+ Create a Request" button is disabled when 100 requests are reached.
        • Loading Templates: If a loaded template would push the total over 100 requests, a warning modal appears, allowing users to confirm overwriting existing requests.
        • Merging Templates: Users merging templates that exceed the limit now see a warning modal before proceeding.

      These updates enhance usability by preventing unexpected errors, ensuring better request management, and improving overall workflow efficiency.

      Released on: Jan. 31, 2025

      NEW FEATURE

      SharePoint Integration in FileInvite

      We’ve introduced a SharePoint Integration that allows you to connect your SharePoint account to FileInvite, enabling seamless document storage and retrieval.

      Key Features:

      • Auto-Sync with SharePoint: Documents uploaded to FileInvite can now be automatically stored in a designated SharePoint folder.
      • Folder Structure Control: Customize how your FileInvite folders and documents are organized in SharePoint.
      • User Access Management: Control which users can connect and configure SharePoint settings.
      • Enhanced Security: OAuth authentication ensures secure access to your SharePoint environment.

      To get started, visit Settings > Integration > SharePoint in FileInvite.

      For detailed setup instructions, check out our guide here.

      Release Version: API v1.49.0

      Released on: Dec. 6, 2024

      NEW

      Introduced the Assignee feature to improve internal team coordination when working on invites.

      • Allows tracking of which team member is actively working on an invite.
      • Supports searching and assigning eligible team members directly from the Manage Invite page.
      • Includes tooltips and default placeholder status when no team member is assigned.

      CHANGES

      • Visibility of Assignee Field:

        • Displayed only for active invites on the Manage Invite page.
        • Hidden for Draft or Archived invites to reduce clutter.

      • Tooltip Implementation:

        • Added an info tooltip displaying: "Who is working on this invite, shown internally only."

      • Search Functionality:

        • Dynamically filters eligible team members (Organization Owner, Admin, User roles) based on input.
        • Includes a "(Myself)" tag next to the current user’s name for clarity.
        • Displays “No results found” when no matches are available.

      • Permissions Update:

        • Viewers can see the Assignee field but cannot make changes.
        • Only Organization Owner, Admin, and User roles can assign or unassign team members.

      FIXED

      • Notification Behavior Improvements:

        • Assignees no longer receive Invite Sent notifications to avoid redundancy.
        • Added new notifications specifically for Assignees with an additional header:
          "You're receiving this as assignee on this invite."

        Scenarios Addressed:

        • Correct email content updates for events such as “Invite Ready for Review” and “Invite Completed.”
        • Fixed overlaps in POC, Watcher, and Assignee notifications.

      • Default State Handling:

        • Resolved an issue where new invites occasionally displayed incorrect Assignee status.
        • Ensured consistent "Unassigned" placeholder when no team member is assigned.


      Release Version: API v1.48.0

      Release on: November 28, 2024

      NEW

      • Invite Watchers Feature
        • Introduced the Invite Watchers functionality to enhance collaboration and visibility on invites.
        • What It Does:
          • Allows users to assign additional individuals (Watchers) to specific invites.
          • Watchers receive email notifications for key updates on the invite, such as:
            • Field changes or rejections.
            • Submission reminders.
            • Completion of the invite.
          • Ensures stakeholders who need to stay informed can do so without being actively involved in managing the invite.
        • Who Can Be a Watcher?
          • Any team member in the account can be assigned as a Watcher to an invite.

      CHANGES

      • Notification Settings Update: Users can now opt in or out of notifications as watchers directly from their profile preferences.
      • Enhanced UI for Watcher Management, making it easier to view and assign watchers when managing invites.
      • Improved notification delivery flow for invites with multiple watchers to ensure timely updates.

      Release Version: v1.33.0
      Released on: Nov 26, 2024

      NEW

      • Teams Navigation Added: Introduced a "Teams" link in the navigation bar, enabling users to access the new Teams page.
      • Enhanced Team Management: Users can now create, edit, and delete teams, search for teams and members, and sort team names for efficient management.

      CHANGES

      • Team Page Features:

        • Search functionality allows users to filter by team or member name.
        • Pagination added for streamlined browsing of large team lists.
        • Sorting options available for team names (A-Z or Z-A).

      • Validation and Feedback: Clear error validation for mandatory fields like team name and members, along with success messages for user actions.

      FIXED

      • Addressed inconsistencies in displaying team members:
        • Teams with three or fewer members display names separated by commas.
        • Teams with more than three members show the first three names followed by an ellipsis ("...").

      ADDITIONAL DETAILS

      This release ensures better usability for managing teams, providing a smoother navigation experience, enhanced feedback, and intuitive controls.

      Release Version: v1.34.0
      Released on: November 21, 2024


      NEW

      Update to "Load Template" Functionality:

      • Enhanced the "Load Template" feature in the "Create Invite" page to offer more control when managing requests.

      CHANGES

      Template Loading Behavior:

      1. Single Request in Invite:

        • Overwrites the single existing request with the requests from the selected template.

      2. Multiple Requests in Invite:

        • If total requests exceed 50 after loading the template:
          • A dialog notifies the user about the limit.
          • Options provided:
            • Overwrite existing requests with the template's requests.
            • Cancel and return to template selection.
        • If total requests are within the limit:
          • Appends the new requests to the existing ones without any prompt.

      Dialog Update for Request Limits:

      • Introduced a user-friendly prompt to handle situations where total requests exceed the system limit of 50.

      Release Version: v3.105.1
      Released on: Oct 3, 2024

      NEW
      UI Update to the Request Section:

      • Added a new feature to the request section:
        "Who should complete this request?" dropdown menu, which lists contact names associated with the invite for easier request assignment.

      CHANGES

      • Dropdown Menu Addition:
        A new section labeled "Who should complete this request?" now appears in both new invites and request details, with a dropdown menu listing all contact names tied to the invite. This allows users to select the appropriate contact for completing the request.