How to get going with FileInvite
In this webinar, our team will walk you through the FileInvite app and show you how to get underway with setting up better document collection processes for your business.
We’ll cover how to:
- Manage all of your clients and their document workflows, e.g. approve, reject and request replacement documents.
- Automate all the reminders and follow ups (let FileInvite chase your clients for you using email and SMS reminders!)
- Sync collated files to your storage or CRM (we’ll take a quick look at our integrations and cloud storage).
- And, we’ll get you going by showing you how to create and send an invite to people to start sharing documents with you.
Sign up to our free webinar to learn more. Register now and we’ll confirm your seat.
Automated document collection plays an important part in improving your business processes. Here’s a list of the many benefits of using FileInvite as your document collection solution.
- Faster sign-off on documents
- Improved visibility over processes
- Fewer errors and improved accuracy
- Better user experience for staff and clients
- Standardised processes
- Data security