FileInvite Reviews & Insights

Score1.1 out of 10

11 Reviews and Ratings

Community insights

TrustRadius Insights for FileInvite are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive Collection Process: Several users have found the collection process for required documents and forms in this software to be intuitive. They have stated that it is easy to navigate and complete tasks efficiently, resulting in a positive user experience.

Convenient E-Sign Feature: Reviewers have appreciated the e-sign feature of this software, describing it as a breeze to use. This functionality has made it convenient for users to obtain signatures quickly and easily, saving them time and effort.

Outstanding Integration with Existing Data Server: The integration of this software with existing data servers has been praised by users. They have found it outstanding, mentioning that it helps them effectively manage complete versus incomplete documents and forms. This integration has proven valuable for their workflow management.

FileInvite Reviews

2 Reviews

Mid-sized Companies (51-1,000 employees)

Fantastic FileInvite has greatly improved communication for clients and coworkers!

Rating: 8 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

Used for document transfer and sharing with clients and others teams within the organization.

Pros

Templates are fantastic and take very little time to create a file invite.
Ease and simplicity of communication.
Ability to send reminders to ensure needs tasks are completed.

Cons

As with many "add-on" type products that some parties may not be used to, sometimes the emails get lost and it can be hard for people who aren't used to the product to get used to a new format of communication. That said, I think it has a fairly quick learning curve for people who are even remotely tech-savvy.
Have had trouble with documents syncing from time to time.
Inability to default to different date format. This one is small, but frustrating when we need it to be in a different format.

Likelihood to Recommend

Great for smaller file sharing scenarios because while simple, it can be time-consuming to get all the forms you need to be published. I do believe for the price, you can't beat this product's functionality.

Verified User

Manager in Finance and Accounting (Hospitality company, 501-1000 employees)

Vetted Review

2 years of experience

A Huge time saver and error avoidance tool ! But not reliable

Rating: 3 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

It helps to keep everyone involved in the transaction with a status of what documents are still outstanding. Easy to use, they have a great and responsive support team. The client interface allows for an easy way for clients to upload documents.

Pros

Nice and simple software.
Fairly simple from the user side.
Easy to use and communicate with clients.
Very easy to work with, excellent customer service and always available when needed.

Cons

It takes forever to delete unwanted document in my experience.
The signature never appears on the right spot and the box can't be resized.
Our problem has always been to collect dozens of documents to submit an application.

Likelihood to Recommend

I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (e.g. one month).

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner.

Abraham Smythe

Head of Acquisition at AdOnMo (Marketing & Advertising, 501-1000 employees)

Vetted Review

1 year of experience

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