Managing Your Settings

Configure FileInvite to work for you!

Matt Kitch avatar Nora Olano avatar Ley Cangco avatar
19 articles in this collection
Written by Matt Kitch, Nora Olano, and Ley Cangco

Automatic PDF Conversion

How to enable or disable automatic PDF Conversion
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Update your Profile Details

How to change your details and update your profile image
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

How to enable Multi-Factor Authentication

Setup Multi-Factor Authentication as an additional layer of security to your account.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Change your Password

How to update your account password
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Update Your Account Details

How to change your company information
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Resetting your Password

See how to set a new password or access your FileInvite account for the first time
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Override Settings for Email and SMS Messages to Clients

Enforce your Messages Settings on all Users in the Account using the Master Notifications Setting Override
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

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

Have your emails come from your own sending domain and customise client emails further based on your SMTP Email configurations
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Logging and Reporting - File Logs

Monitor and Track File Interactions via File Logs
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Logging and Reporting - Account Statistics

View how much Invite and SMS credits were used in your account and generate Usage Reports via Statistics
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Logging and Reporting - User Logs

How to view User Logs and stay informed on your Team's Activity
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Logging and Reporting - Invite History and Compliance

See how to solve the compliance issue of tracking the life cycle of documents through the FileInvite History feature on all Invites
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Updating Payment Information

Learn how to access your billing information to Update Card/Billing Details and access your previous Invoices
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Changing the Account Master User

How to change the Master User of your FileInvite Account
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Managing Your Add-ons

A quick guide on Managing your plan's Add-ons, for access to more Invites/SMS credits, or for accessing our Mortgage Addon
Nora Olano avatar
Written by Nora Olano
Updated over a week ago

Change a Team Member's Password

Change the password of a Team Member on your Multi Account, useful if a team member leaves or forgets their password and needs access.
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

View Used Invites and SMS Messages

See how many Invites and SMS Messages you have used on your account through the Statistics Settings Page
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Edit your received email & SMS messages

How to edit the notification messages you receive about your sent invites
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Edit your email & SMS messages to clients

How to edit your client notification messages.
Nora Olano avatar
Written by Nora Olano
Updated over a week ago