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Create an Invite using a Template
Create an Invite using a Template

This guide shows how to create an Invite using a Template to fill out the main fields of the Invite as well as Requests

Michael Chang avatar
Written by Michael Chang
Updated over a week ago

This guide demonstrates how to add Requests from a Template into an Invite WITH the Subject, Message, Cloud Sync options and Reminders Timings also coming from the Template. Requests will replace Requests already in the Invite. 

See our other guide:

  • Add Requests from a Template WITHOUT Replacing the; Subject, Message, Cloud Sync options, Reminders Timings, and Requests here

In this guide:

  • Add Requests from a Template into an Invite WITH the Subject, Message, Cloud Sync options, and Reminders Timings also coming from the Template.

Click Create New Invite found at the top of any page within the FileInvite app

✨Tip: For Multi-User account Admins/Masters an invite can be created as any User, simply hover over Create New Invite to choose a User to create the Invite as.

You'll be taken to the Create Invite section of the app, where you fill in the required details of the Invite as per below.

Choose to Create from Template option. This will take you to the templates screen where you can create an invite from a preset invite template.

From here, you may choose from any of your preset invite templates to go with, this would automatically add invite details, requests, and live forms that were previously saved on your account.

You may choose from your saved templates, templates shared by other users, or even choose from a company template.

Review your FileInvite

Once you have selected the templates you need to go with the invite, hit load template. This would automatically take you to the invite review page as you have all the needed information saved with the templates (saves you heaps of time)

This page also allows you to add contacts. You could either search through your contacts lists or create a new contact which gets added to the invite and also to your contacts list.

Tip: You can add up to 15 contacts in one invite

You can also find additional options over the top which let you configure additional settings like:

  • Cloud storage sync

    You can sync your cloud storage here to automatically backup any documents

  • Reminders

    Set how often your client gets reminder notifications about the invite

  • Password protected

    For added security, enabling this option lets your client set a password to log in to the portal, and would have to use that password to access the portal from then on.

  • Reference ID

    Reference number for the invite for additional documentation

  • Display user override

    This option would override the invite owner and let you choose who would appear as the sender of the invite to your clients.

  • Notification user override

    This option would override the invite owner and let you choose who would get notified of any invite activities

Editing the request (edit pencil) lets you add more information about the request, choose the request type, choose the contacts who should be receiving the request, add documents that can be converted to live forms, and additional options such as notification and integration settings.

  • See how to create live forms here

You can change the request type to the following:

  • Regular request

    This is when you are asking for any information or document from your client

  • Read-only

    This is when you are not requesting any information or document, but only leaving information for your client to read and understand.

  • Live form

    This is a live form request which your client needs to fill in

  • e-signature

    This is the type of request that requires a signature from your client

  • Bank statements

    This is a bank statements request that redirects your client automatically to a secure portal that would let your client access their banking portal and download the requested information

Once you have reviewed all the information and requests set for the invite, you may hit Send Invite.

🎉As simple as that! Smash out those Invites and get onto the important stuff 🎉

😓Still not quite there? Jump into the chat bubble and we'll get you sorted! 😎

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