--- title: Get Everything Online With A Virtual Document Collection Portal From FileInvite description: Virtual meeting follow up and document collection with FileInvite. Keep the doors closed, but business open. image: https://landing.fileinvite.com/hubfs/virtual-meetings-document-collection.png --- [![FileInvite Logo](https://landing.fileinvite.com/hs-fs/hubfs/Images/Pillar1-What_is_automated_document_collection/fileinvite-logo-2.png?width=200&height=47&name=fileinvite-logo-2.png "FileInvite Logo")](https://www.fileinvite.com) # Virtual meeting follow up can be a **Headache!** ## You need documents and files, **so you request them by email...** ![request-email-screen](https://landing.fileinvite.com/hubfs/Landing/request-email-screen.png "request-email-screen") # Next thing... ** - Emails Bounce - Files are too big - Customers do nothing - Emails get lost - Files are incorrect - Your inbox is a mess - You chase clients # You waste time... # **and lose clients!** ## There's now a simple automated solution! ![Client Portal ](https://landing.fileinvite.com/hs-fs/hubfs/Client%20Portal_blue%20shapes_2-1.png?width=600&name=Client%20Portal_blue%20shapes_2-1.png) # Start virtual document collection in seconds with    ![fileinvite.logo](https://landing.fileinvite.com/hs-fs/hubfs/fileinvite.logo.png?width=252&name=fileinvite.logo.png)   ## Start your free trial! No Credit Card Required. All Features Included.  [GET INSTANT ACCESS](https://landing.fileinvite.com/en-us/virtual-document-collection#getaccess) # Smart institutions # use **FileInvite!** ![1522188835-8601118-308x434x308x463x0x0-5463753-308x434x308x463x0x0-businessma[1]](https://landing.fileinvite.com/hs-fs/hubfs/1522188835-8601118-308x434x308x463x0x0-5463753-308x434x308x463x0x0-businessma%5B1%5D.png?width=308&name=1522188835-8601118-308x434x308x463x0x0-5463753-308x434x308x463x0x0-businessma%5B1%5D.png "1522188835-8601118-308x434x308x463x0x0-5463753-308x434x308x463x0x0-businessma[1]") ![FileInvite!](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267464-16591806-406x82-5star.png) # 5 Star User Reviews source: capterra.com *Clients love it we love it*   # Pat Cranshaw - Australia   ![Star](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267466-16591806-124x25-5star.png) *Great value for the price!*   # Chris Rivers - USA   ![Star](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267466-16591806-124x25-5star.png) *Helps me share the workload*   # Jill Pollack - Canada   ![Star](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267466-16591806-124x25-5star.png) *Fantastic way to gather documents*   # James Kingscote New Zealand   ![Star](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267466-16591806-124x25-5star.png) *Easy and safe to use*   # Lynne Ruddock - Australia   ![Star](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267466-16591806-124x25-5star.png) # How it works   ## Automated client data and document collection on one smart platform Collect documents swiftly and efficiently, wherever your clients may be.  FileInvite is designed to achieve exactly this. Through a range of powerful features — supported by our API and multi-system integrations — we streamline the entire process of client data and document collection. Efficiency, effectiveness, security and compliance are all within your grasp when you put our smart platform to work. Here's how FileInvite will save you hours in chasing clients for document. ![alerts_blue_shapes-1](https://landing.fileinvite.com/hubfs/alerts_blue_shapes-1.png) ** Send Invites Auto Follow Up ### Send Invites and automate reminders *Keep your clients in the loop with automated email and SMS reminders and updates.* Invite your customers to submit data using email and SMS.  Set a due date and FileInvite sends follow up reminders to them automatically.  ### Collect client data, sign contracts, and request supporting documents *Use templates and automated features to quickly craft, generate and send information requests. * Direct customers to the FileInvite client portal, where they can upload documents, complete forms, sign contracts and check their progress. ![signature_blue_shapes](https://landing.fileinvite.com/hubfs/signature_blue_shapes.png) ** Digital Signatures Forms & Documents ![Doc dashboard_top-1](https://landing.fileinvite.com/hubfs/Doc%20dashboard_top-1.png) ** Central Dashboard Admin Portal ### Manage it all in one dashboard *Eliminate stress and anxiety for everyone involved — staff, clients, and yourself included!* Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard. ### Native Integrations, Zapier and API *Free up your staff to focus on more important aspects of your business, supporting higher-value tasks and reducing admin costs.* Seamlessly sync returned information with your cloud storage service, aggregator or CRM. ![API, Integrations and Zapier](https://landing.fileinvite.com/hubfs/API-Zapier_yellow.png) ** API & Zapier Native Integrations Plans from only # $12 per month USD - Request Documents - Send Documents - Automated Reminders - Document Approval - Auto PDF Conversion - Cloud Drive Sync - E-Signature - Large File Support - Audit Trail Start Your Free Trial! Instant 14-day access. No credit card required.  ![Comodo](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267467-16593236-224x70-ssl-comodo.png) ![Amazon](https://landing.fileinvite.com/hubfs/Fileinvite_August2018%20Theme/image/1528267468-16593251-177x67-AmazonWebservices.png) ![logo](https://landing.fileinvite.com/hs-fs/hubfs/logo.png?width=155&height=33&name=logo.png "logo") Copyright © FileInvite 2021 . [Security](https://www.fileinvite.com/security) | [Terms & Conditions](https://www.fileinvite.com/terms) | [Privacy](https://www.fileinvite.com/privacy) | [Refund Policy](https://www.fileinvite.com/refund-policy) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://4741132.fs1.hubspotusercontent-na1.net/hubfs/4741132/1-Video/FileInvite-Explained.mp4", "dateModified" : "2022-03-04T02:47:07.485Z", "description" : "", "duration" : "PT1M27S", "height" : 1080, "name" : "FileInvite-Explained", "thumbnailUrl" : "https://api-na1.hubapi.com/filemanager/api/v3/files/thumbnail-redirect/10582638930?portalId=4741132&size=medium&t=1646362328396", "uploadDate" : "2019-06-19T03:06:24.379Z", "width" : 1920 } ```