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Valoración media

32 reseñas
  • 5 / 5
    En general
  • 5 / 5
    Facilidad de uso
  • 5 / 5
    Atención al cliente
  • 4.5 / 5
    Características
  • 5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
    $12/mes
  • Detalles de precios
    We offer a 14 Day Free Trial with Unlimited Functionality.
  • Versión gratuita
  • Implementación
    En la nube, SaaS, web
  • Formación
    En directo en línea
    Documentación
  • Asistencia
    Horas laborables
    En línea

Datos del proveedor

  • FileInvite
  • http://www.fileinvite.com
  • Fundada en 2014

Información sobre este software

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!


Funciones de FileInvite

  • Application Management
  • Assessment Management
  • Colleges / Universities
  • Evaluation Management
  • Fee Management
  • Financial Aid Management
  • Forms Management
  • Gestión de candidatos
  • K-12
  • Recruiting Management
  • Scoring
  • Self Service Portal
  • Compliance Management
  • Dashboard
  • Exceptions Management
  • Internal Controls Management
  • Issue Management
  • Multi-Year Planning
  • Risk Assessment
  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Employee Handbook
  • Employee Portal
  • File Management
  • Firma electrónica
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Electronic Applications
  • Gestión de docuementos
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Planificación de amortización
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages
  • Compliance Management
  • Customer Database
  • Fee Management
  • Firma digital
  • Gestión de docuementos
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application
  • Planificación de amortización
  • Registro de auditoría
  • Accounting Management
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Planificación de amortización
  • Chat / Messaging
  • Cifrado
  • Collaboration
  • Drag & Drop
  • File Synchronization
  • Firma electrónica
  • Gestión de docuementos
  • Registro de auditoría
  • Search
  • User Management
  • Version Control
  • Workflow Management
  • Claims Management
  • Clasificación de seguros
  • Commission Management
  • Contact Management
  • Gestión de docuementos
  • Policy Management
  • Quote Management
  • Access Controls/Permissions
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Branding
  • Creación de informes/análisis
  • Metadata Management
  • Optional Search
  • Version Control
  • Workflow Management
  • Approval Workflow
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Management
  • Contact Management
  • Contract Drafting
  • Contract Templates
  • Extracción automática
  • Firma digital
  • Full Text Search
  • Gestión de docuementos
  • Government Contracts
  • Lifecycle Management
  • Milestone Tracking
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • File Recovery
  • File Type Conversion
  • Firma electrónica
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Forms Management
  • Gestión de docuementos
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration
  • Assessments
  • Background Screening
  • Internal HR
  • Interview Scheduling
  • Job Board Posting
  • Onboarding
  • Recruiting Firms
  • Resume Parsing
  • Resume Search
  • Seguimiento de candidatos
  • Self Service Portal
  • Workflow Management

Últimas reseñas disponibles sobre FileInvite

Traducción realizada automáticamente. Mostrar la reseña original

Great software, easy way to share documents and save time organizing files!

5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Comentarios: Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Puntos a favor: You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Puntos en contra: Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Traducción realizada automáticamente. Mostrar la reseña original

Great value for the price! Easy to use and an effective way to improve productivity!

5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Puntos a favor: The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

Puntos en contra: It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)