Setup Custom Domain and Sending Address - Fileinvite for Lending Help

Update the email address you send from, along with the domain (or URL) visible to both you and your customers.

  • To get started, click the gear icon in the bottom-left corner. Next, select Account from the menu on the left, and then click the Configure button on the right

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  • On the setup screen, enter your domain name under Set up your custom domain. Then, choose whether to Allow FileInvite to send emails on your behalf' or Set up an SMTP account. The below example corresponds to the Allow FileInvite to send emails on your behalf option. Finally, add the email address you'd like us to use when sending emails on your behalf, and then hit Save Changes.

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  • You’ll be redirected to a confirmation screen. Please allow a few minutes for the verification records to be generated, then click 'Click to refresh' to proceed.

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  • Once you've received the verification DNS record, please log in to your domain hosting service and add the provided record to your DNS settings.

After adding the record, allow at least 10 minutes for the changes to propagate. Once the propagation period has passed, click the Verify Records button to complete the verification process.

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If you choose to Set up an SMTP account, you'll be prompted to enter the required SMTP authentication information.

Ensure you have the correct details ready:

  • SMTP server address (Host)
  • Port number
  • Authentication credentials (username and password)

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