User Interface and Features

If you’re new to FileInvite, this article will familiarize you with our user interface.

1. Sign-up

The Sign-Up feature enables new users to create an account with File Invite, granting them access to its functionalities. This process is designed to be quick and secure, ensuring user data protection from the outset.

• User Instructions

1. Access the Sign-up page
   1. A user can also visit the sign-up page via the login page and click the ‘Sign up here’ link just below the email address box.
2. Fill in the required fields
   1. Email
   2. Password (and confirm password)
   3. Region (Selecting the data hosting region where our users want to store their data)
   4. Agreeing to the terms and privacy policy
3. Click the Sign up button to complete the sign-up process
4. Users will then proceed to the pre-qualification window to finish the onboarding process. Then they can start using File Invite.

2. Pre-qualification

This feature was designed to collect essential information from users, such as their first anime, last name, email, timezone, and company name enabling a personalized user experience. For the business, it helps us gather demographic data to better understand our customer base.

• User Instructions

1. After successfully signing up, users are automatically redirected to the pre-qualification page to complete the onboarding process.
2. Once the pre-qualification window is completed and submitted, users will gain full access to the application features. An incomplete pre-qualification window results in restricted access in File Invite.

 

3. Login

This feature enables registered users to access File Invite.

• User Instructions

1. Navigate to https://fileinvite.app/login, input the user’s account email and click the Next button.
2. A password field will appear for users to enter their password.
   1. A show password option has been made available

4. Dashboard

When you sign into your FileInvite account, you land in your Invites Overview Page, which provides an at-a-glance view of your Invites.

• The navigation panel along the left displays the main menu icons like Home, invites, users, integrations, etc. To expand any menu option, click its icon.

• At the top right of any FileInvite page is the Create New Invite button and your profile icon. Clicking the profile icon opens a menu to change user settings or log out. You can change your account password and turn on/off two-factor authentication under user settings. 

Notification Preferences
Users can now manage their email notifications directly from within FileInvite to reduce inbox clutter and ensure they only receive relevant updates.

• Master Toggle: Pause or resume all notifications with a single switch

• Individual Controls: Turn specific notifications on or off, including:

  • Invite sent

  • Invite in progress

  • Client submitted documents

  • Invite due

  • Ready for review

  • New portal message from borrower

Location in App: Go to Settings > Notification Preferences to customize your notification preferences.

• The Invites menu lets you manage your sent and draft invites. You the dropdown to toggle between your sent invites, or your draft invites that are still being worked on. 
  
• Click on any invite to view more details. Invite messages are located to the right. The messages will be collapsed by default, you can click the two lines to expand the messages menu.
  
  
• The Users menu lets you add users to your team, and collaborate in collecting documents. Simply click the Users menu, and click Create User. You will be asked to enter the user name and email. Once created, the user receives a welcome email to set up their accounts.
  
  
• The Integrations menu lets you connect your account to your cloud drives, to download the files automatically as they are received. You can look up individual articles for more information on integrating specific cloud drives and accounts.
  

Account Usage Metrics 

FileInvite now tracks key usage metrics at the account level to support better visibility and future plan management. Tracked metrics include:

• Number of returned requests

• Storage usage

• API calls

• Total user count

These metrics are visible at the account level and help teams monitor their FileInvite usage for operational awareness and scalability.

Enhanced Reporting Dashboard

Team Pipeline Status Charts:

• Visual overview of invite progress by team
• Track completion rates across departments
• Identify bottlenecks in your workflow

Invite Distribution by Team:

• See which teams are handling the most invites
• Balance workload across departments
• Monitor team performance metrics

Template Usage & Effectiveness:

• Track which templates are used most frequently
• Monitor completion rates by template type
• Optimize your template library based on usage data

Form Collaboration Features

Real-Time Form Collaboration: When multiple contacts work on shared forms:

• Each contact can see what others have completed
• Reduces confusion and prevents accidental overwrites
• Progress updates appear in real-time
• Signatures and field completions are visible to all authorized users

Security Enhancements

• Signature Clearing: When a signed form is rejected, all signatures are automatically cleared while preserving other form data
• Session-Based Downloads: Borrowers can only download/delete uploaded files until they refresh their browser page
• 30-Minute Window: Download restrictions work alongside the existing 30-minute access window

Print Functionality

Generate professional PDF summaries of invites:

• Include all contact information, requests, descriptions, and due dates
• Available in branded and non-branded versions
• Perfect for sharing with external partners or third-party lenders
• Accessible from any invite view