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
