FileInvite

How to enable or disable automatic PDF Conversion

Automatic PDF Conversion

How to change your details and update your profile image

Update your Profile Details

Setup Multi-Factor Authentication as an additional layer of security to your account.

How to enable Multi-Factor Authentication

Change your Password

Update Your Account Details

See how to set a new password or access your FileInvite account for the first time

Resetting your Password

Enforce your Messages Settings on all Users in the Account using the Master Notifications Setting Override

Override Settings for Email and SMS Messages to Clients

Have your emails come from your own sending domain and customise client emails further based on your SMTP Email configurations

Configure FileInvite to send Emails through your own email servers/accounts via SMTP

Monitor and Track File Interactions via File Logs

Logging and Reporting - File Logs

View how much Invite and SMS credits were used in your account and generate Usage Reports via Statistics

Logging and Reporting - Account Statistics

How to view User Logs and stay informed on your Team's Activity

Logging and Reporting - User Logs

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

Logging and Reporting - Invite History and Compliance

Learn how to access your billing information to Update Card/Billing Details and access your previous Invoices

Updating Payment Information

How to change the Master User of your FileInvite Account

Changing the Account Master User

A quick guide on Managing your plan's Add-ons, for access to more Invites/SMS credits, or for accessing our Mortgage Addon

Managing Your Add-ons

Change the password of a Team Member on your Multi Account, useful if a team member leaves or forgets their password and needs access.

Change a Team Member's Password

See how many Invites and SMS Messages you have used on your account through the Statistics Settings Page

View Used Invites and SMS Messages

How to edit the notification messages you receive about your sent invites

Edit your received email & SMS messages

How to edit your client notification messages.

Edit your email & SMS messages to clients

Nora Olano

Michael Chang

Belzar Castillo

Managing Your Settings

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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