Fixed email disclaimer feature reverting to disabled

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

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

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

Freemium launched

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

Fixed Fortiro scan issue and created a command to rescan all pending scans

Enhanced TFN redaction to better exclude ABNs from being redacted

Enhanced and refreshed login experience

Added a flag to enable Email Notifications to TransferInvite API Endpoint

New folder structure for BOX allows grouping returned client documents by Invite instead of by each individual contact

Enhanced GetTemplates API endpoint

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

Refreshed the UI of the Settings > Account page

Resolved cases where sometimes User notifications continued to send after turning them off in the settings

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

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

Changed layout of Dashboard page

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

Minor infrastructure upgrades

Edge case error where sometimes template requests wouldn't save all updates

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

Resolved Timezone issues on signup

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

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

Enhanced Session handling

Updated Dropbox integration

Enhanced session handling to minimise timeouts

Security enhancements to Contacts pages

Sent Invites re-labeled to All invites.

Filename added to the report from Fortiro Protect

Flags from fraud weight/suspicion are now aligned to better match the reports from Fortiro Protect

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]

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

Infrastructure enhancements

Request Created Webhook now includes the Invite ID that it belongs to

Fortiro Protect Integration is now available in Enterprise Plan

Fixed an issue wherein some cases, Bankstatements integration is not retrieving files.

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.

Fixed minor bugs in the new Create Invite user interface

API - Fixed an issue where Close Invite Endpoint is returning an error

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.

Creating Invite - The new Create Invite user interface is now live! Click here for an overview of what has changed. This exciting new interface should improve overall user experience and allowing you to create invites efficiently!
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Here's quick guide for more information.

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

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

Fixed an issue wherein some cases Users are unable to create new Users on a Multi Plan due to an error.

Resolved an issue where reminder settings on a Template is not working when sending Bulk Invites.

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.

PDF Engine - Enhanced efficiency and stability of PDF conversion

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.

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.

Live Form - The option to duplicate fields is now available

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.
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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.

Added a "Show Closed" Invites checkbox in the Sent Invites page which allows Users to filter closed Invites in the list

User experience and interface upgrade for our Sent Invites page! This allows you to easily sort and manage your Invites.

You now have the option to change the filename structure of returned files from Bankstatements.
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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.

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

BankStatements Integration - Added a feature to rename converted PDF files after the original filename instead of the Request title
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Optimized Invite listing page to improve loading times especially for Users with access to all Invites in an account

Minor bugfixes

Resolved an issue where some Users are unable to sync to a shortcut to a Google Shared Drive folder.

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

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.

Minor bugfixes

Split permission for Notification & File Options to better manage access to these sections of the app. Previously, these were under single permission called General.
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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

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

Fixed cloud settings of an Invite getting set to no synchronization when a draft invite is reloaded

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.

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

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

API fixes

Tweaked digital signatures

Other minor bugfixes

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

Minor Bugfixes

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).

Notification and Display User should now appear correctly under Invite List View

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

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

API - A new API endpoint allows loading requests from a list of templates even after an Invite has been sent
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​https://api.fileinvite.co/api/v2/invites/{uuid}/requests/append

Minor security enhancements - Improved encryption on URL shortener

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

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