FileInvite

How to transfer ownership of an Invite to a team member

Transferring Ownership of an Invite

Get an overview of all of your invites by exporting them in spreadsheet format.

See how to add a Contact to an Invite after it's already been sent off.

This guide shows how you can Review your Bulk/Scheduled/Recurring Invites, and make any necessary changes to any of these Unsent Invites

Using the unique invite link another person can be sent an invite to view or upload to.

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

Make sure you keep on track with your file requests by monitoring their activity.

Get to know the Invites Overview Page where you can get a snapshot of the progress and overview of an Invite you've sent out.

How to go through an Invite and Approve or Reject Requests that have been worked on.

How to interact with your clients within an Invite to keep your related messages together

See how to solve the compliance issue of tracking the life cycle of documents through the FileInvite History feature on all Invites

Chase up a client with an immediate reminder message or use the steps to Resend an Invite to somebody who's missed it.

Edit the invite name for an invite that has already been sent

How to reopen an Invite once it has been closed by the client or another user.

Ask clients for more documents for an existing invite by adding more requests

How to change the due date to give clients more time to fill in requests.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you