You have documents that need collection, and chasing up paper records can be time-consuming. Thankfully you're in the right place, with FileInvite for Lending!
The articles in this Knowledge Base will show you how to create and send an Invite to clients, track their responses, send reminders and overdue notices, and much more.
If you’re new to FileInvite for Lending, we recommend getting started with the following articles:
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Creating Contacts