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Your Client's experience with FileInvite
Your Client's experience with FileInvite

Understand your client's experience when you send them a FileInvite

Belzar Castillo avatar
Written by Belzar Castillo
Updated over a week ago

You've sent out an Invite, but how exactly will your client see this? In this guide we'll show you through the process your client will go through when receiving an Invite.

When you send a FileInvite

Your client will receive an email prompting them to start the process via the Click to Get Started link

Clicking the link, your client will be taken to the Client Portal

Here they can see which files are required of themย 

They can also chat with you through the Messages feature.
This is a great way to clarify what information is needed without sending emails back and forth.

Once they have uploaded all the required information, they will click I'm Finished to send these documents to you and end their session

They will receive confirmation that their requests have been submitted

๐ŸŽ‰ Now you understand how your Client will see what you send, making it easy to adapt your Invites! ๐ŸŽ‰

๐Ÿ˜“ Not too sure about any of this, let us clear things up in the chat bubble ๐Ÿ˜Ž

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