Document collection on Autopilot. Helping trusted advisers collect sensitive documents on autopilot. FileInvite chases, collects, and files them for you safely in the cloud.
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted.
With FileInvite you can set up reminders, templates, and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today!
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
FileInvite currently scores 80/100 in the Document Management category. This is based on user satisfaction (84/100), press buzz (40/100), recent user trends (rising), and other relevant information on FileInvite gathered from around the web.
| The score for this software has improved over the past month. What is this? |
Product recommendations, vendor rankings, market overview and tips on how to select Document Management software for business. Published in April 2024.
This type of software helps organizations manage, store, and archive electronic documents and images. In many cases, they can also be used to save various versions of a document. Document management software is essential when several team members are workin...
FREE DOWNLOAD Document-Management-Software-Buyer-Guide-2018.pdf
