Easily collect documents and keep track over them without chasing them for documents

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

many more additional features can added,timestamp,sent out share etc so as may features can be added

Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.

Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

It helps to keep control over document requests.

Easy to collect similar list of uploads from various customers. Great digital signing option.

Status {RETURNED} is confusing in case some invites were not correctly completed.