Increase productivity with a simplified document management process

Dropbox allows you to store, sync and share files with anyone, but FileInvite automates your entire document collection workflow. This simplified document management process has increased productivity for FileInvite customers, producing major results such as:

• An 88% decrease in time spent collecting documents 
• A 34% decrease in document turnaround time
• 2-20 hours saved each week 

FileInvite works with Dropbox to streamline your processes

FileInvite and Dropbox can work together to allow you to automatically rename and upload requested documents to your allocated folders on the Cloud. Some benefits of using both tools include:

• The ability to request an increased number of documents: FileInvite allows you to request photos, signatures and third-party data.
• A more secure solution: Sensitive files sent through FileInvite will only be shared with nominated contacts, so there is limited risk compared to Dropbox’s shared folders.
• A better experience for your clients: FileInvite offers custom branding to help you establish trust with your clients throughout the entire document collection process.

Simplify your workflow with a full API suite & out-of-the box integrations

FileInvite integrates into many of the most common cloud-based storage solutions, including Google Drive, OneDrive and Box, as well as various data providers like illion's BankStatements, to optimise your existing workflow.

FileInvite also offers many pre-built Zapier triggers and workflows, as well as an enterprise-grade API, to seamlessly integrate with your CRM or LOS.