Throughout the articles in this Knowledge Base, and while you’re working in FileInvite, the two terms you’ll see most often are Invite and Request. See below to understand what each of them means.
What is the difference?
Put simply, an Invite contains one or more Requests.
The Invite is the email that is sent out to one or more contacts. The requests within that Invite are the list of documents you are asking the contact to complete, upload, or sign.
Note: You can configure FileInvite to send emails through your own email server or account, via SMTP.
You can send a blank Invite, in which you include document requests manually, or you can send an Invite based on a template, which is set up to contain one or more requested documents.
There are several types of requests you can include in an Invite, from a simple upload of a driver’s license or birth certificate to more complex documents such as divorce papers, previous loan records, etc.