FileInvite Dashboard
Supported Operating System(s):
Web browser (OS agnostic)About FileInvite
FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.
FileInvite’s file request management allows users to create online forms to request documents from customers. Users can also customize the form fields and create templates for specific tasks. After a request is sent, users can track their status using custom labels, such as sent, viewed, in-process and completed.
FileInvite features automated reminders, which sends automated time-bound email notifi...
68 Reviews of FileInvite
Average User Ratings
Overall
4.75 / 5 stars
Ease-of-use
4.5
Value for money
4.5
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
August 2018
Renee from I Know The Broker
Verified Reviewer
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
August 2018
Brilliant time saving product
Very easy to work with, excellent customer service and always available when needed.
Pros
I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.
Cons
Nothing to fault with the product at all.
Response from FileInvite
Replied August 2018
Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com
June 2021
Zuhairah from Shopee
Verified Reviewer
Company Size: 5,001-10,000 employees
Industry: Internet
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
June 2021
FileInvite review
Pros
First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.
Cons
If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.
Reasons for Switching to FileInvite
Abacus Private Cloud is too confusing and many feature for sharing the files is missing.
March 2018
Alanna from MTMC Ltd
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
2.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
March 2018
Its great however it is a long winded path to get into drop box
Pros
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Cons
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
May 2019
Jared from Bank of the James
Verified Reviewer
Company Size: 51-200 employees
Industry: Banking
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
May 2019
A Great Solution for Document Collection
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.
Pros
The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.
Cons
I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.
Reasons for Choosing FileInvite
Fileinvite had many of the features we were looking for, with several plans available. Fileinvite offers a customer portal with Branding and the security features we need.
Response from FileInvite
Replied May 2019
Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon...
October 2020
Louise from Property Education Co.
Company Size: 2-10 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
It is the best and simplest solution to a big bad issue
Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average
Pros
Works so well with bankstatementscom.au and any team member can use it
Cons
Wish we would create a form which has to include a mandatory answered questions such as work details for last three years
Reasons for Choosing FileInvite
even others offered free to us but we still use fileinvite as it is better
Response from FileInvite
Replied November 2020
Many thanks for the review and feedback regarding compulsory form fields Louise.
