FileInviteのレビュー

It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!

製品を使ってみた感想： It is a huge time saver!

良いポイント:

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

This saves me SO much time, and makes my job more enjoyable.

製品を使ってみた感想： I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right documents. Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!

良いポイント:

Fileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!

改善してほしい点:

My only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.

Its great however it is a long winded path to get into drop box

良いポイント:

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

改善してほしい点:

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Great support for biz process

製品を使ってみた感想： It helps to keep control over document requests.

良いポイント:

Easy to collect similar list of uploads from various customers. Great digital signing option.

改善してほしい点:

Status {RETURNED} is confusing in case some invites were not correctly completed.

FileInvite

製品を使ってみた感想： Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

良いポイント:

Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service. Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.

改善してほしい点:

When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.

Great Software

良いポイント:

I love that its easy for my clients to use

改善してほしい点:

That i can only do 25 requests a month and i need more than that in a given month sometimes.

Get docs faster - its what it does!

製品を使ってみた感想： We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets.

良いポイント:

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished

改善してほしい点:

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.

Easy way to collect the documents without chasing the client

製品を使ってみた感想： Easily collect documents and keep track over them without chasing them for documents

良いポイント:

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

改善してほしい点:

many more additional features can added,timestamp,sent out share etc so as may features can be added

Great document collection tool - makes the process easy to collect documents.

製品を使ってみた感想： Ease of use. Streamlines the document collection process. Speeds up the document collection process.

良いポイント:

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

改善してほしい点:

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

Enjoying this application.

製品を使ってみた感想： I like this application and use it on the regular basis as part of conducting business.

良いポイント:

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

改善してほしい点:

Would be very helpful to have some additional features added, like a time stamp, for a example.

Easy to collect documents from clients

良いポイント:

The most amazing feature of file invite is to copy the file invite and templates. It makes so easy to collect all the documents from clients.

改善してほしい点:

When you search file invite it takes a lot of time to process and show the results.

Easy interface

良いポイント:

It is a great advantage that it has an easy interface that the user can learn very easily. It is a user friendly application.

改善してほしい点:

Increasing the number of requests more will increase my usage. This is its only limitation, but it is very important to many users.

FileInvite Review

良いポイント:

FileInvite is very easy to navigate with great features to communicate between clients and myself. A very secure platform that allows for us to upload confidential files without worrying. The automated follow ups are an excellent feature that save a lot of time and provides timely reminders. The ability to save files as PDF instead of pictures saves a lot of time.

改善してほしい点:

No major issues have been experienced with FileInvite.

Very Good near perfect

良いポイント:

Saves time and puts all our files in one please hard to not be happy with it.

改善してほしい点:

I wish I didn't have to add a +1 when creating a new contact if we could set a default region for contact creation to save time that would be great we only do business in the US.

Mortgage Broking and File invite

製品を使ってみた感想： it enable us to keep notes on all files as a Mortgage broker, which is essential

良いポイント:

Easy to use plenty of room for file notes

改善してほしい点:

Not anything Major really i find it quite easy t0 use

Thanks FileInvite!

製品を使ってみた感想： So far all is good, we'll continue using FileInvite as it helps us documenting.

良いポイント:

It's easy and accessible. Clients can upload documents needed.

改善してほしい点:

None so far. My team and I love using this software. We have not encountered any problems with it yet.

file invite

製品を使ってみた感想： Very happy

良いポイント:

Ability to customise to my requirements and ease from use from clients point of view

改善してほしい点:

Not enough templates that is specific to my industry. I have to do my forms from scratch

Secure document collection

製品を使ってみた感想： I found using this platform to be secure and allows us peace of mind during document transfers.

良いポイント:

It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.

改善してほしい点:

Initial set up and learning how to use it took some time. Once we get it going we all agreed there wasn't a better solution.

File Invite Review

良いポイント:

We spend a lot of time gathering required information for clients and their home loan application. We have now templated our requests to suit each lender and we can see if the client has opened it, uploaded info and of course returned it - very simple and easy to use

改善してほしい点:

Not everyone one of clients use it and of course, I would be happier if it were cheaper, but I still think it's value for money

File invite is a game changer

製品を使ってみた感想： Saves time, keeps things organized.

良いポイント:

Saves a lot of time and keeps things arranged and avoids multiple emails from clients with documents all over the place.

改善してほしい点:

The lack of other languages, mainly French and Russian. I live in a country where people sometimes don't necessarily fluent in English. To have an option of other languages will be wonderful!

Set it and forget it -- and still get what you need

製品を使ってみた感想： Hours of my time and focus back.

良いポイント:

I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

改善してほしい点:

The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

Great software

製品を使ってみた感想： Able to obtain required documents from clients all in one portal. Clients can fill in a PDF and even add an electronic signature to the forms.

良いポイント:

Helps the process of obtaining necessary and required documents for clients. The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it. The support is unbelievable helpful and prompt.

改善してほしい点:

None that I can see, other than the learning curve could have been shorter, but I believe a big part of that was me.

Fantastic experience. Real timesaver.

良いポイント:

Saves me time collating documents. Integrates with bankstatements.com.au which provides a seamless experience for clients to provide statements.

改善してほしい点:

Some clients have complained that it is sometimes slow to upload. Other than that everything is fine.

Fantastic - Simple to use and an easy way to gather documents.

良いポイント:

I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

改善してほしい点:

Would like files to sync with OneDrive and Box. Also, the speed throughout the site can be on the slow side.

FileInvite Rocks

製品を使ってみた感想： Excellent. This has made the process of gathering information so much easier and our customers seem to enjoy the functionality and security of FileInvite.

良いポイント:

I've been using FileInvite for over a month and it has definitely helped to streamline file collection from customers. I really enjoy being notified when a customer has reviewed the request and uploaded documents.

改善してほしい点:

There were some minor issues with some of the "Live Form" fields but those issues have been resolved.