FileInvite
fileinvite.comSummary
FileInvite is a secure document collection software designed for businesses to gather documents, signatures, and data from clients more efficiently than traditional email. It provides a client portal, e-signatures, automated reminders, and integrations with various cloud storage and CRM systems to streamline workflows and improve customer experience.
Features8/15
See allMust Have
3 of 5
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
AI File Chat
Semantic Search
Other
5 of 10
Manual Approval Workflow
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Data Encryption & Security
Feedback-Driven Refinement
Demo Mode
Local File Access
Usage Credits & Quotas
Advanced AI Model
PricingSubscription
See allCollect
- Accelerate document collection
- Streamline borrower experience
- Allow view access to third parties
- Integrate with cloud storage
- Track compliance with audit trails
- Document Collection
- Borrower Portal
- Collaboration
- Integration
- Reporting & Insights
- Privacy & Security
- SOC 2 Type II compliance
- Multi-factor authentication
- Document virus detection
- 10 users included
Connect
- Accelerate document collection
- Streamline and customize borrower experience
- Collaborate with teams and third parties
- Integrate with cloud storage and workflows in other apps including CRM
- Track compliance with audit trails and specify custom roles & permissions
- Document Collection
- Borrower Portal
- Collaboration
- Integration
- Reporting & Insights
- Privacy & Security
- SOC 2 Type II compliance
- Multi-factor authentication
- Document virus detection
- 50 users included
Connect+
- Accelerate document collection
- Streamline and customize borrower experience
- Collaborate with teams and third parties
- Integrate with cloud storage and workflows in other apps including CRM
- Audit trails, custom roles & permissions and login with single sign-on (SSO)
- Document Collection
- Borrower Portal
- Collaboration
- Integration
- Reporting & Insights
- Privacy & Security
- SOC 2 Type II compliance
- Multi-factor authentication
- Document virus detection
- 100 users included
Rationale
FileInvite is a document collection software that focuses on streamlining the process of gathering documents, signatures, and data from clients. While it offers features like cloud storage integration, security, and workflow automation, it does not explicitly mention AI-powered file organization, semantic search, or AI file chat, which are core 'must-have' features for Dynbox. Its primary function is secure document collection and management, not intelligent file organization and interaction via AI.
