New Features

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

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2 authors2 articles

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

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3 authors10 articles

Creating Invites

See how to Create Invites in various ways

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4 authors13 articles

Managing Sent Invites

Once Sent see how to manage your Invites

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3 authors16 articles

Managing & Using Templates

Learn how to Create, Use and Share your Templates

Michael Chang avatarBelzar Castillo avatar
2 authors7 articles

Live Forms

Articles to help you use our built in Form Builder

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1 author4 articles

Responding to an Invite

Guides on how to interact with Invites that are received and require action by you.

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1 author6 articles

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

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2 authors6 articles

Managing Contacts

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

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1 author4 articles

Integrations

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

Michael Chang avatarNora Olano avatarBelzar Castillo avatar
3 authors13 articles

FileInvite features

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3 authors10 articles

Managing Your Settings

Configure FileInvite to work for you!

Nora Olano avatarMichael Chang avatarBelzar Castillo avatar
3 authors19 articles

FAQs

A collection of our Frequently Asked Questions

Nora Olano avatarBelzar Castillo avatarCarlos Cuellar avatar
4 authors4 articles

Enterprise Cloud Product Changelog

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1 author3 articles

Public Cloud Changelog

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1 author1 article

Getting Started with FileInvite

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1 author5 articles

Creating Invites and Requests

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1 author8 articles

Managing Invites

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1 author12 articles

Templates

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1 author5 articles

Contacts and Companies

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1 author7 articles

Client Experience

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1 author6 articles

Managing Returned Documents

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1 author4 articles

Users and Roles

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1 author5 articles

Settings

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1 author7 articles