This release contains tweaks and minor enhancements to the FileInvite platform.

Please notify any urgent breaking bugs to

Released to Production: 9/11/2020



  • Display and Notification User - under the Additional Settings when creating a new Invite, or under the Options tab of an existing Invite, there is now the option to choose a Display and/or Notification user.

Display User - This users details will replace the Invite senders details on all Client Facing Emails/SMS notifications, as well as on the Client Portal.

Notification User - This user will receive Notifications instead of the Invite sender

Note: The user must be in the same group and have the ability to send on behalf of another user to see these options.

See the Solution Design emailed separately for full specifications and functionality for testing.


  • SMS Notifications - sometimes the Almost Due Client Reminder didn't show the actual number of days left until the Invite was due

  • Users can now be deleted from a group under the Team > Groups page (This was broken if the account had 1000s of users)

  • Improved the consistency of the Invite Complete Notifications going to a User


Live Forms

  • Adjusted the Save as Draft, Sign and Submit buttons so they aren't overlapped on mobile


  • CreateInvite API Call - the Cloud Sync parameter can now be passed 'default', as a service value to override the Template settings with the Users default Cloud Settings (Existing workflows won't be impacted by this)


  • Added an Authn Context Option for SSO to choose custom level

Error Reporting

  • Error codes now returned via API or on the uh-oh error page, where previously 500 Internal Server Errors occurred

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