This article details how to create a new Invite from scratch. You can create a new Invite based on a template. If templates are set up, you can also include template documents in a blank Invite.
To get started, click Create New Invite, which is found at the top right corner of any FileInvite page.
Choose the option Create Blank Invite.
Step 1. Setup your invite
The Invite Name is the name that will be listed in the Invite list, and is also the subject of the email your contact(s) will receive. You must also supply a Due Date, by which the documents must be returned, and a Message which will appear inside the email. (Note that the due date must be at least one day later than the date you send the Invite.) Then click Next.
Note: By default, the email will come from you. But if you have team members in your account, you can send the Invite from another user. You can also transfer Invite ownership to another user after the Invite is sent.
Step 2. Add contacts
If you already have contacts in your Contacts list, enter any part of a contact name in the search field and choose one or more contacts to include. An Invite can include up to 15 contacts.
If you do not have contacts set up, or if you want to send the Invite to a recipient not yet in the Contacts list, click Create Contact.
In the Create Contact window, enter the recipient’s first name, last name, and email address. If you want the recipient to also receive an SMS about the Invite, enter their mobile number and enable the Text/SMS slider. To add another contact, click Save and add another, otherwise click Save and close. Any new contacts will be added as an Invite recipient, and will be added to the Contacts list as well.
Step 3. Request information or documents
To include documents that are already part of a template, click Load from Templates. To create a new request from scratch, click Create Request.
In this example, several documents were selected from a FileInvite default template. Each document has four icons on the right. The first icon indicates whether the document will be sent to all recipients or only selected recipients. The next icons enable you to Edit the document request, Duplicate it, or Delete it.
Editing a request enables you to change the request name, request type, request instructions, and choose the recipients who will receive the request. If you have the form you want the client to complete, you can upload the form here, and make it live so that the client can complete it online.
Under Additional Options, you can choose redaction settings. Checking Individual response means that only one contact needs to return the requested document. Checking Allow access means that all contacts can see documents returned by other contacts.
Step 4. Review your invite
This page provides a summary of what will be sent to the Invite recipients. All sections on this page can be edited if needed. At the top is a link for Additional Settings, which control settings such as reminders and overdue notices, password protection, and more.
When the Invite is complete, scroll to the bottom of the page. The current Additional Settings are listed here, which can be edited here if needed. If the Invite is ready to send, click Send Invite.
If you prefer to send the Invite later, don’t click Send Invite. You can find the Invite in your Invites list, listed with Draft status.
When the Invite is ready to send, click the Invite name to open it, which automatically takes you to the Review your invite step. From here you can make changes to this step or any previous step, then click Send Invite.
