FileInvite features

10 articles in this collection
Written by Nora Olano, Ley Cangco, and Michael Chang

Set your client portal URL & Email Address with your domain (White-label)

Fully white label your client's experience, using your own domain for client portals, and the client notifications sending email.

Written by Nora Olano
Updated over a week ago

Generate Reviews and Referrals from your Clients

Generate New Leads and Client Testimonials with our Review and Referral Engine

Written by Ley Cangco
Updated over a week ago

The Mortgage Addon

See what's included with the FileInvite Mortgage Addon

Written by Michael Chang
Updated over a week ago

Adding and Updating a Reference ID on an Invite

How to add and update an internal Reference ID/Number or a Unique Identifier to an Invite and Template

Written by Ley Cangco
Updated over a week ago

Add Tax File Number (TFN) Redaction to your invite

Protect your clients' sensitive information by masking their Tax File Number on incoming documents.

Written by Ley Cangco
Updated over a week ago

Use Logging and Reporting to Understand your Account Activity

Our advanced Logging/Reporting means you can stay compliant and easily track your User's activity

Written by Ley Cangco
Updated over a week ago

Use your own branding on FileInvite

How to brand FileInvite with your own logo and company colors.

Written by Ley Cangco
Updated over a week ago

Use the FileInvite website widget

Start collecting visitor information and automatically send FileInvites right from your website.

Written by Ley Cangco
Updated over a week ago

Earn $49 off you and your friend's Subscription! Refer them to FileInvite.

Learn how to save on your subscription, as well as your friend's, by referring them to the FileInvite platform!

Written by Michael Chang
Updated over a week ago

Setup Custom Roles and Permissions to control user access on granular level

How to create Custom Roles and Permissions so that you can keep control of what your team can and can't access

Written by Ley Cangco
Updated over a week ago