Bring your exiting print ready documents online and overlay form fields where you would like to collect data.
Add text boxes, radio buttons, date fields and even areas to sign or initial. Add drop down options to limit choices.
Share the document through FileInvite and request all of your supporting documents in a simple request checklist.
Here's how FileInvite will save you hours in chasing clients for documents.
Invite your customers to submit data using email and SMS. Set a due date and FileInvite sends follow up reminders to them automatically.
Clients can complete forms, upload documents and even sign applications on their mobile or desktop.
Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard.
Seamlessly send the documents and data you have collected to your CRM or Aggregator.
FileInvite is paving the way for more efficient document collection.
You too can save time and avoid confusion by streamlining the way you process documents with your clients.
"Easy and safe to use!
- Lynne Ruddock, Australia.
"Great value for the price!
- Chris Rivers, USA.
"FileInvite helps me share the workload.
- Jill Pollack, Canada.
No Credit Card Required. All Features Included.