Advice and answers from the FileInvite Team

New Features

When we release new features we will put help guides here as well so you can quickly view what's new!

Getting started

Get started with FileInvite with information on Sending your first Invite, How your clients see the platform and Information for Multi Account Users

Creating Invites

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

Live Forms

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

Managing Contacts

Guides on Creating, Importing and managing Contacts as well as Creating and Assigning Contacts to Companies

Integrations

See how to setup Cloud Synchronisations & Add them to an Invite as well as various other Integrations like Zapier and Bankstatements

FileInvite features

Managing Your Settings

Configure FileInvite to work for you!

FAQs

A collection of our Frequently Asked Questions

Enterprise Cloud Product Changelog

Public Cloud Changelog

Getting Started with FileInvite

Creating Invites and Requests

Managing Invites

Templates

Contacts and Companies

Client Experience

Managing Returned Documents

Users and Roles

Settings