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

Please notify any urgent breaking bugs to
Release will go to Sandbox and Staging Environments: 16/08/2021
Testing: 16/08/2021 to 15/09/2021 - Urgent Breaking Bugs reported within this period.
Regression Testing: 16/09/2021 - 17/09/2021

Expected Release to Production: 20/09/2021


  • BankStatements Integration - Added a feature to rename converted PDF files after the original filename instead of the Request title


  • 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

  • Check box to notify other contacts when resending an Invite should now be working

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