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FileInvite

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11 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.2
Serving customers since
2015
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FileInvite Reviews

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PM
Pawan M.
06/24/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Huge time saver and error avoidance

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
Verified User in Higher Education
UH
Verified User in Higher Education
01/12/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Portal to share and collect documents

It was easy to create Folders, upload documents, send invites and create an online File Portal. The online tutorials and the navigation steps in the UI helped to set things quickly.
Verified User in Telecommunications
UT
Verified User in Telecommunications
11/27/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Portal to Safely Upload, Review and Share Files and Documents

The setup process is very easy. Free trial without a credit card is helpful. The online help with instructions on how to configure Invites, Send Them and then have the receiver review was very easy.

About

Contact

HQ Location:
Auckland, NZ

Social

@fileinvite

What is FileInvite?

FileInvite streamlines the process of collecting and managing documents by automating the document collection process for businesses. Through its user-friendly interface, customers can easily request documents from others, who can then securely upload the necessary files directly into the system. FileInvite enhances efficiency by reducing the need for repetitive follow-ups, minimizing the risk of human error, and ensuring higher completion rates with automated reminder systems. The platform is especially beneficial for sectors such as financial services, mortgage, and accounting where timely document collection is critical. The service offers diverse integration options, improving workflow automation by connecting with other tools commonly used by businesses.

Details

Year Founded
2015