FileInvite

How to get into the Template Directory, Send yourself a Pre-Built Template and how to copy the Templates to make them your own.

Using the Template Directory

Save time by using FileInvite templates for common file requests.

Make it easier to share account level Templates with a Custom Template Folder at the top level of your Templates

How to Duplicate an existing Template, so that you can modify and use the modified version as a new Template

How to Re-use Templates across your FileInvite Team saving time on recreating common Templates.

This guide shows how to create an Invite using a Template to fill out the  main fields of the Invite as well as Requests

This guide shows how to merge a Template with an Invite to add predefined Requests.

Learn how to Create, Use and Share your Templates

Find answers and get help from Intercom Support and Community Experts

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