FileInvite

How to enable cloud synchronization for files that you send to your clients.

Sync Attachments to the Cloud

Automatically scan documents for Fraud using Fortiro Protect

Link your OneDrive Business account so all your work files are saved and can be accessed from the cloud by members of your business

Integrate with CashDeck to securely retrieve your clients' bank statement data.

Integrate with XERO Workflow Max to sync Company and Contact Information from Workflow Max to FileInvite.

Integrate with BankStatements to securely retrieve your clients' bank statement data.

Do more with FileInvite by connecting it to other apps you use via Zapier integration.

See how to setup Cloud Synchronisations & Add them to an Invite as well as various other Integrations like Zapier and Bankstatements

Link your Google Drive account so all your files are saved and can be accessed from the cloud.

Connect to Dropbox for access and saving of files to the cloud.

Link your OneDrive account so all your files are saved and can be accessed from the cloud

Link your Box account to save and access all your files from the cloud.

How to turn on Cloud Sync for an Invite that has already been sent out to clients

How to get files syncing to your cloud for a new Invite, and how to change the cloud platform for users with multiple cloud accounts.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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