We are constantly working to improve your FileInvite experience! Here's a summary of what has changed.
If you have any questions please email firstname.lastname@example.org or reach out to us via chat!
Release date: July 13, 2023
Fixed email disclaimer feature reverting to disabled
Release date: June 12, 2023
Fixed sync to Google Drive when 'cloud settings override' with Reference ID is turned on
API docs updated to include "data" attribute
For Loan Market - Client Report to run Daily instead of Weekly
Release Version: v2.194.0
Released on: Apr 26, 2023
Added a new UK phone number for SMS sent to UK numbers
Enhanced security to prevent XSS attacks
Updated sign-up link in the client portal
Enhanced the Google integration authentication process
Fixed an issue with deleting users
Release Version: v2.193.0
Released on: Apr 11, 2023
Removed ‘Lite’ plan
Updated Pro plan for the ability to add Invites, SMS, and additional Add-ons
Updated API documentation for Delete user endpoint
Setup event logs for live form events
Phone number is not a mandatory field anymore on profile page
Fixed ‘error 500’ when create invite zap is triggered
Fixed an issue with updating expired accounts to free plan
Fixed an ‘internal server error’ displayed when updating the profile mobile number
Fixed an issue with user management when downgrading from Multi to Pro
Release Version: v2.192.1
Released on: Apr 11, 2023
Created Free plan
Enabled paid users to select freemium
Updated usage limit for freemium
Updated sign-up page
Enabled trial users to change to free plan
Updated the Plans and Plan description on the Plans Change page
Fixed pricing page not showing the correct annual pricing
Removed white labeling for freemium
Release Version: v2.191.0
Released on: Apr 11, 2023
Fixed Fortiro scan issue and created a command to rescan all pending scans
Date: 18th October 2022
Enhanced TFN redaction to better exclude ABNs from being redacted
Date: 18th October 2022
Enhanced and refreshed login experience
Added a flag to enable Email Notifications to TransferInvite API Endpoint
Date: 13th October 2022
New folder structure for BOX allows grouping returned client documents by Invite instead of by each individual contact
Enhanced GetTemplates API endpoint
Dates: 30th September 2022
New onboarding "Getting Started experience"
Getting started tours
Performance updates to GetTemplates endpoint
API - Addition of an "exclude_requests" flag to exclude requests from the GetTemplates endpoint
Dates: 20th September 2022
Refreshed the UI of the Settings > Account page
Resolved cases where sometimes User notifications continued to send after turning them off in the settings
Dates: 22nd August 2022
Added messages when PDF conversions fail
Draft Invites now have an edit icon instead of a view icon on the All Invites page
Tidied UI after submitting client portal review
Updated Logo for Zapier integration at Settings > Integrations
Resolved cases where the RequestCreated webhook wouldn't fire
Resolved a minor file name issue
Dates: 10th August 2022
Enabled Print Notes feature for all plans - so on each Invite you have the ability to print notes
Resolved case where bulk sends would send duplicates
Dates: 28th July 2022
Changed layout of Dashboard page
Date: 25th July 2022
Case where working on your invite/completed your invite notifications weren't sent
Case where emails weren't going out for a Bulk send set to NOW
Updated Industry Lists for our signup pages
Spelling mistake "Contact Assinged wording" when looking up contacts after creating an Invite using a template
OneDrive Business sync failure errors
Box case where sometimes folders weren't showing up in the cloud explorer
Version 2.155.0 & 2.155.1
Dates: 20th & 21st July 2022
Minor infrastructure upgrades
Date: 13th July 2022
Edge case error where sometimes template requests wouldn't save all updates
Date: 11th July 2022
Error with SMS sending
Fortiro integration - Enabling additional requests for fraud scanning, will now ensure the files from the newly enabled request are included in the scan
OneDrive Business Custom Folder Structure - sometimes displays "Draft-[ID]" instead of "[Invite-Name]" on the Invite level folder, when syncing files
Date: 8th July 2022
Resolved Timezone issues on signup
Date: 29th June 2022
Fixed error with Trial End Dates
Fixed error where due dates for some timezones would be offset by a day
CreditSense integration page now using account region settings, not profile settings
Added the Reference ID field to the end of the subject line of User Notification Emails
Onboarding - new pre-qualification questions on signup
Onboarding - new signup login screens
API Documentation updates
Added documentation for Live Form Personal Field placement, to be programmatic via the API - NOTE: only applies to Personal Fields
Updated documentation to include references to client portal URL fields in Invite-related API calls
Date: 29th June 2022
Enhanced Session handling
Date: 20th June 2022
Updated Dropbox integration
Date: 13th June 2022
Enhanced session handling to minimise timeouts
Security enhancements to Contacts pages
Sent Invites re-labeled to All invites.
Date: 9th June 2022
Filename added to the report from Fortiro Protect
Flags from fraud weight/suspicion are now aligned to better match the reports from Fortiro Protect
Date: 31st May 2022
Logging out and then trying to log back in no longer results in an error and failed access
Amended API docs so webhooks didn’t show as returning a GET Response
Fixed issue where sometimes Dropbox would fail to sync/change folders
Changes to pricing and plans
Released National Student Clearinghouse - Transcript collection service [US only, contact support for more information]
Date: 17th May 2022
Zapier - Directs customers to US version of our integration, when accessing the integration page in the US
Read-only requests no longer count as pending Requests
TFN setting sometimes didn’t retain when loading to an Invite from a Template
Live Forms were sometimes not loading properly
Live Forms could sometimes not be signed properly
Request Created Webhook now includes the Invite ID that it belongs to
Version Number: 2.140
Release Date: 7th-April-2022
Fortiro Protect Integration is now available in Enterprise Plan
Version Number: 2.139
Release Date: 30th-March-2022
Fixed an issue wherein some cases, Bankstatements integration is not retrieving files.
Version Number: 2.136
Release Date: 21st-March-2022
Fixed an issue with the Display User feature not working on the first message of an Invite.
Fixed "Send as" feature not working in the new Create Invite user interface.
Version Number: 2.135.3
Release Date: 7th-March-2022
Fixed minor bugs in the new Create Invite user interface
Version Number: 2.135.2
Release Date: 25th-February-2022
API - Fixed an issue where Close Invite Endpoint is returning an error
Version Number: 2.135
Release Date: 15th-February-2022
Adjusted email message notification font to be more consistent across the whole message.
Removed the "Click to Get Started" button at the beginning of the new Invite email message notification retaining only one button at the bottom of the message.
Version Number: 2.134
Release Date: 14th-February-2022
Fixed an issue where Google Drive integration is only showing up to 100 folders when selecting a folder to sync your Invites to.
Minor user interface adjustments on mobile devices
Version Number: 2.133
Release Date: 17th-January-2022
Messages - Option to Disable Customer Portal Messaging settings is now available for the Master User under Settings > Preferences > Messages.
Password length requirement has been reduced to a minimum of 7 characters but complexity remains the same
Fixed an issue where it's possible to inject HTML to the email disclaimer feature resulting in an error when creating a new Invite
Live Form - Resolved an issue where a copy of the signed document is still sent even if this is disabled in the live form
Version Number: 2.131.1
Release Date: 10th-January-2022
Fixed an issue wherein some cases Users are unable to create new Users on a Multi Plan due to an error.
Version Number: 2.130.5
Release Date: 29th-November-2021
Resolved an issue where reminder settings on a Template is not working when sending Bulk Invites.
Version Number: 2.130.3
Release Date: 29th-November-2021
API - A new dedicated endpoint to get signed live forms for a specific request
Added Costa Rica in the country selection under Account Settings
Fixed an issue where the Mortgage Addon warning when adding a new user is appearing on accounts without the addon
Fixed an issue where the initial message of an Invite does not take into account the Display User settings.
Messages in the customer portal not sending to Everyone has been resolved.
Version Number: 2.130.1
Release Date: 22nd-November-2021
PDF Engine - Enhanced efficiency and stability of PDF conversion
Version Number: 2.130
Release Date: 18th-November-2021
Reference ID - New Option to include the Invite reference ID at the beginning of the PDF converted document.
Renamed Signed PDFs - Signed documents will be renamed to include the request title.
Fixed an issue where sending a message to "everyone" includes contacts with portals already closed.
Resolved an issue that causes Invite Activity notification to fail when the contact fills out a live form first.
Fixed SMS sometimes not sending on Invite Due Date.
Version Number: 2.129.3
Release Date: 1st-November-2021
Resolved an issue where end-users can still upload documents to the portal by using the drag and drop function even though the Request has been accepted.
Fixed an issue that causes dates to show incorrect timezone on the Invite Listing page.
Progress bar on the Invite Listing page will now consider read-only Requests as returned.
Fixed an issue where some buttons on the Invite Listing page is not clickable when using a mobile device.
Version Number: 2.129.2
Release Date: 29th-October-2021
Live Form - The option to duplicate fields is now available
Version Number: 2.128.0
Release Date: 20th-October-2021
The option to update the subject/name of an Invite has been added! Simply head to the Options tab of an existing Invite and a new field to edit the name of the Invite is now available.
Resolved an issue where certain profile images appear as broken in the customer portal
Fixed an issue if a live form has a huge number of fields in it, "Saved as Draft" button fails and submits the form instead of saving it.
Version Number: 2.127.0
Release Date: 15th-October-2021
Added a "Show Closed" Invites checkbox in the Sent Invites page which allows Users to filter closed Invites in the list
Version Number: 2.126.0
Release Date: 6th-October-2021
User experience and interface upgrade for our Sent Invites page! This allows you to easily sort and manage your Invites.
Display User - Fixed an issue where the Invite owner's name is still appearing in the Message tab as the sender even if you have an assigned Display User
Resolved an issue where contacts with no assigned field on a Together type of live form are unable to access or view the live form.
Version Number: 2.125.0
Release Date: 20th-September-2021
Transfer Invite - Resolved an issue where email notification when transferring an Invite does not include the information of the transferred contacts
Email notification hyperlinks should now display correctly when viewed via Outlook client
Version Number: 2.120
Release Date: 6th-September-2021
BankStatements Integration - Added a feature to rename converted PDF files after the original filename instead of the Request title
Optimized Invite listing page to improve loading times especially for Users with access to all Invites in an account
Version Number: 2.119.1
Release Date: 27th-August-2021
Resolved an issue where some Users are unable to sync to a shortcut to a Google Shared Drive folder.
Version Number: 2.119.0
Release Date: 23rd-August-2021
Resolved an issue where some messages are not displaying correctly when an Invite is transferred
Enhanced live form fields to lessen overflowing characters on text fields
API improvement to support transferring of contacts when an Invite is transferred
Fixed an issue where the use of double curly brackets makes the Messages tab of an Invite inaccessible
Version Number: 2.117.0
Release Date: 9th-August-2021
Resolved a minor issue where the checkbox to notify other contacts when resending an Invite is not responding.
Fixed an issue wherein you're unable to transfer an Invite to a User who is not part of the initial list of receivers.
Google Drive integration file explorer will now show up to 500 folders instead of 100
Rectify a problem where cloud integrations default to the root folder on Invites even if the default cloud integration settings were set up otherwise.
Split permission for Notification & File Options to better manage access to these sections of the app. Previously, these were under single permission called General.
Version Number: 2.116.0
Release Date: 26-July-2021
User experience upgrade - Options page has been changed to Preferences and split into 3 different tabs; File settings, Notification settings, and Message settings have had some UI improvements
Your SMS number can now be updated from your Profile settings
Accessibility and speed improvements to the templates and invite listing pages
Minor permission and experience improvements surrounding contact access
Resolved an issue where password protection on portals wasn’t applying through some templates
Fixed an issue with live forms incorrectly displaying on portals by extending accessibility timelines
Onedrive - Resolved an issue with ampersands in folder paths
Version Number: 2.115.0
Release Date: 13-July-2021
Transfer Invite - Easily transfer ownership of an Invite to a team member for better collaboration! Click here to learn more about this new feature.
Display and Notification User is now available on Owner and Admin roles by default.
Resolved an issue where Dropbox synchronization will sometimes fail if the User sent an Invite using a shared Template via API
API enhancement to return better error messages
Version Number: 2.114.1
Release Date: 06-July-2021
Fixed cloud settings of an Invite getting set to no synchronization when a draft invite is reloaded
Version Number: 2.114.0
Release Date: 01-July-2021
Resolved an issue where sometimes Google Drive sync fails if you send an Invite using someone else's Template via the API
When you send an Invite using someone else's Template with Google Drive integration set up in it, your Invite will retain this setting and your own Google Drive account will create the same path if it doesn't exist.
Version Number: 2.112.1
Release Date: 28-June-2021
Fixed an issue wherein some cases the Request tab is not loading properly
Resolved an issue that causes some old Templates to not load
Changed Template directory sorting to alphabetical to make it easier to find Templates
Optimized Groups page search function
Version Number: 2.112.0
Release Date: 17-June-2021
Resolved an issue wherein some cases you're unable to set up Custom Template Directory
Fixed Google Drive integration connection error for some Users
The login page should no longer be stuck when you log out as one user and try to log in as another user
Support for 4 digit country codes
Tweaked digital signatures
Other minor bugfixes
Version Number: 2.111.0
Release Date: 31-May-2021
Contacts, Companies, Groups, Company Settings and Profile pages had a user experience upgrade
Google Shared Drives is now supported for automatic cloud syncing
PDF Engine processing enhancement
Version Number: 2.110.0
Release Date: 17-May-2021
Hyperlinks on the description of a Request now opens a new tab
Due date field for reminders [due_date] has been changed from dd-mm-yyyy (18 May 2021) to mm-dd-yyyy (May 18, 2021).
Version Number: 2.109.1
Release Date: 23-April-2021
Notification and Display User should now appear correctly under Invite List View
Version Number: 2.109.0
Release Date: 23-April-2021
Resolved an issue where if you try to upload a large video file, sometimes it will get stuck
Improved the Invite search speed in the Invite Sent page
Version Number: 2.108.0
Release Date: 14-April-2021
A Parchment integration has been released for Enterprise Accounts
The “Download files” permission has been removed with “Download returned files” and “Download live forms” put in it’s place
Email address and phone number of the person who submitted the live form is now available on the digital certificate
Invite activity notifications will now be sent on a per invite basis
Fixed an issue where sending as another user wasn't possible on some accounts
Multiple lines on text fields will now wrap within live forms
Resolve an issue where logs were becoming excessive on duplicated invites and requests
Large file upload issues on the portal have been fixed
An issue where sometimes Invite related link via email doesn't direct you to the page if you're not logged in to the platform has been fixed
Minor security enhancements
Optimization to allow for faster logging in
Version Number: 2.107.0
Release Date: 29-March-2021
API - A new API endpoint allows loading requests from a list of templates even after an Invite has been sent
Minor security enhancements - Improved encryption on URL shortener
Version Number: 2.104.1
Release Date: 01-March-2021
With great reluctance and internal debate, we have settled on a required price change to our plans and addons. Since launching FileInvite in 2015, we have never once increased our pricing. Our product has come a long way since then, and due to storage and supplier costs mounting, we have finally had to raise our prices by a small amount.
All plans are being increased by $6.99 per user i.e. Lite & Pro will just increase by $6.99, Multi will increase by $20.99 + $6.99 per additional user
Price Increase for the following plans:
Lite Monthly from $15USD to $21.99USD
Pro Monthly from $35USD to $41.99USD
Multi Monthly $75USD to $95.99USD
Additional User Monthly $25USD to $31.99USD
Mortgage Addon Monthly $15USD to $17.99USD
Version Number: 2.104.0
Release Date: 02-February-2021
Optimized Downloading Files as ZIP by removing collated files from the export which results in faster download time.
Customer Portal timeout period extended to 30 minutes when customer is filling in a live form. Giving your clients plenty of time to get back to completing the live form if they needed to step away while keeping security in mind.
General user experience improvements on iPads
Minor security enhancements
Resolved an issue where Google Drive integration folders are not loading for some Users
Fixed issue where sometimes Google Drive couldn't sync if the root directory is chosen
Multi-Bank BankStatement integration sometimes wouldn't return CSV files from Illion
Fixed an issue wherein some cases downloading your Zip File via email fails