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FileInvite features
FileInvite features
10 articles in this collection
Written by
Matt Kitch,
Nora Olano,
and
Ley Cangco
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
Matt Kitch
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
Matt Kitch
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