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: 20/09/2021
Testing: 20/09/2021 to 01/10/2021 - Urgent Breaking Bugs reported within this period.
Regression Testing: 11/10/2021 - 15/10/2021

Expected Release to Production: 18/10/2021


  • Option to change the filename structure of returned files from Bankstatements to a categorized version.

  • 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

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


  • 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

  • Enhanced live form fields to lessen overflowing characters on text fields

  • API improvement to support transferring of contacts when an Invite is transferred

  • 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

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