FileInvite is a cloud-based platform designed to streamline the document collection process for businesses and professionals. It allows users to create customized document requests, which clients can respond to by uploading files through a secure link. The platform offers real-time tracking of document requests, automated reminders, and secure cloud storage with encryption. Additionally, FileInvite integrates with various tools and services, such as Google Drive, Dropbox, CRM systems, and email platforms, making it easy to incorporate into existing workflows and ensuring efficient and secure document management.
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Automated document collectionCustomizable document requests Secure client portals for document uploadsReal-time tracking of document requests Automated reminders for outstanding documentsIntegration with Google Drive, Dropbox, and other cloud storage solutionsIntegration with CRM systems and email platforms Customizable templates for different types of requestsDigital signatures for documentsPassword protection for client portalsCustom branding optionsIn-portal messaging with clients Mobile-friendly client portalsDetailed audit logs for document activity Smart notifications for clientsAPI and out-of-the-box integrationsSupport for multiple file types and formatsUser-friendly interface with drag-and-drop functionalityEmailHelp DeskFAQsForumKnowledge BaseCloud, SaaS, Web-Based
FileInvite
By FileInvite Limited
