Help Center
FileInvite
Account Management
Getting Started with FileInvite
Invites
Creating Invites and Requests
Managing Invites
Managing Returned Documents
Live Forms
Templates
Client Experience
Account Management
Contacts and Companies
Users and Roles
Billing
Additional Settings
Integrations
Cloud Sync
Banking Services
Other Integrations
FAQs
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Help Center
Account Management
Getting Started with FileInvite
Invites
Creating Invites and Requests
Managing Invites
Managing Returned Documents
Live Forms
Templates
Client Experience
Account Management
Contacts and Companies
Users and Roles
Billing
Additional Settings
Integrations
Cloud Sync
Banking Services
Other Integrations
FAQs
Account Management
Contacts and Companies
Add New Contacts
Creating a New Contact
Editing or Deleting a Contact or Company
Importing and Exporting the Contacts List
Creating a New Company
Contacts and Companies Lists
Adding Contacts to a Company
Viewing a Contact and Their Invites
Assign a Contact to a Company
See more
Users and Roles
Creating a User and Assigning a Role
Creating Custom User Roles
Changing the Master User
Managing Users
User Groups
How to enable Multi-Factor Authentication
Update your Profile Details
User Roles and Permissions
Change a Team Member's Password
Change your Password
Resetting your Password
See more
Billing
Prorated Charges on your Bill
Plans and Billing Settings
How to Handle Fluctuating Usage/I Need My Invites Up Front
Choose or Change your pricing plan
How to Redeem a Coupon
Updating Payment Information
See more
Additional Settings
Account Settings
Preferences Settings
Team Settings
Widget Settings
Branding Settings
Profile Settings
Edit your email & SMS messages to clients
Edit your received email & SMS messages
See more
