FileInvite

This guide will show you how to create and send off an Invite. An Invite allows you to bundle Requests for documents from your contacts.

How to Create an Invite

How to setup active, clickable links in a Requests description to link to external sites

Add password protection to your client portals for an extra layer of security in the file collection process.

Request names, dates and e-signatures directly in your documents

How to delete multiple Requests in an Invite or Template in one go

How to create, review and send a new invite to your client.

Send an Invite as another User without switching accounts!

This guide shows how to create an Invite using a Template to fill out the  main fields of the Invite as well as Requests

This guide shows how to merge a Template with an Invite to add predefined Requests.

How to have Multiple Parties on a single Invite

How to create an exact copy of an existing invite so that you can quickly resend repeating invites.

See how to Create Invites in various ways

This guide shows how you can send out an Invite to multiple parties in one go, with each party receiving their own Invite to complete.

This guide shows how you can schedule Invites to be sent out in the future, or on a Recurring basis. This can optionally be done in bulk.

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