When we release new features we will put help guides here as well so you can quickly view what's new!
Get started with FileInvite with information on Sending your first Invite, How your clients see the platform and Information for Multi Account Users
See how to Create Invites in various ways
Managing Sent Invites
Once Sent see how to manage your Invites
Managing & Using Templates
Learn how to Create, Use and Share your Templates
Articles to help you use our built in Form Builder
Responding to an Invite
Guides on how to interact with Invites that are received and require action by you.
Accessing & Managing Uploaded Files
Guides on how to access files that have been uploaded to your Invites - for Cloud Synchronisation files see our Integratons Guides
Guides on Creating, Importing and managing Contacts as well as Creating and Assigning Contacts to Companies
See how to setup Cloud Synchronisations & Add them to an Invite as well as various other Integrations like Zapier and Bankstatements
Managing Your Settings
Configure FileInvite to work for you!
A collection of our Frequently Asked Questions