FileInvite
Overview
Document Collection On Autopilot Improve efficiency and customer experience while gaining visibility across your pipeline.
Overview
Who uses this software
Used by thousands of professionals who need to collect documentation from their clients. We have automated this process with our simple and secure interface. Sign up for a FREE Trial Today!
Support
Email, Knowledge Base, Live Online, Online Community, Phone
HQ Location
Auckland, NZ
- FileInvite helps modern organizations remove the data security risks and operational bottlenecks associated with chasing customer paperwork.
- By replacing the practice of email attachments with structured, SOC 2 Type II-compliant workflows, it reduces transaction times while improving administrative efficiency.
- The platform enhances the end-user experience by providing clear, real-time checklists, ensuring admin and compliance teams secure audit trails of document submission and approval with little manual intervention.
Pricing
View more on pricingExplore FileInvite’s complete range of pricing tiers. Learn more about what each plan includes, its costs, available features, integrations, etc., to decide whether FileInvite is the right software for your HR operations.
Starting price
N/A
Pricing Model
Free Trial, SubscriptionLicense
PaidFree Trial
Yes
Integrations
View the complete list of integrationsFileInvite offers to get a clear understanding of its compatible platforms. This will help you decide whether FileInvite can fit into your current tech stack or not.
Reviews
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0% of FileInvite users would recommend it
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Write a reviewFeatures
| Feature | Feature Rating | Available in Category |
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Absence ManagementTrack employee absences during onboarding to manage schedules effectively, maintain attendance records, and ensure smooth training and induction activities without operational disruption. |
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Access ControlControl who can view or update onboarding data using role-based access, ensuring privacy, security, and proper handling of sensitive employee information across teams. |
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Activity DashboardView onboarding activities in one dashboard with real-time updates on tasks, training progress, and approvals for better visibility and faster decisions. |
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AnalyticsLorem Ipsum is simply dummy text of the printing and typesetting industry. |
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APIIntegrate onboarding software with HR and payroll systems using an API for smooth data exchange and automated workflows across platforms. |
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Approval Process ControlSet approval workflows for documents and tasks so every onboarding step follows company policy and management review to ensure controlled execution and consistent process quality. |
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Asynchronous LearningEnable asynchronous learning so new hires complete training at their own pace while maintaining progress tracking and learning consistency for flexible onboarding and improved engagement. |
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Billing InvoicingHandle onboarding related billing and invoicing with automated calculations, transparent records, and timely processing to support finance teams and maintain clarity across departments every day. |
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Blended LearningCombine classroom sessions with digital learning modules to create a balanced onboarding experience that improves knowledge retention and keeps new hires actively engaged every day. |
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Collaboration ToolsEnable collaboration between HR, managers, and new hires through shared tasks, updates, and resources that improve teamwork and onboarding efficiency across the whole organization . |
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Communication ManagementLorem Ipsum is simply dummy text of the printing and typesetting industry. |
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Competency ManagementTrack and manage employee competencies during onboarding to match roles with skills and identify development needs from the beginning for stronger workforce performance and growth. |
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Content LibraryStore onboarding guides, policies, and training materials in a central content library for easy access and consistent knowledge sharing among all new employees every day. |
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Custom FormsDesign custom forms for onboarding tasks, enabling structured data collection and smoother interaction between new hires and HR teams across all joining processes every time. |
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Custom Landing PagesBuild custom landing pages for onboarding that present personalized content, instructions, and resources to guide new employees from day one with clarity and confidence . |
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Customizable BrandingApply your organization’s branding to onboarding portals with logos, colors, and themes for a consistent and professional employee experience across every digital interaction and screen. |
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Data Import/ExportImport and export onboarding data easily to maintain accuracy, reduce manual entry, and ensure smooth information exchange between systems for faster processing and reliable records. |
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Document ManagementControl onboarding documents with organized storage, version tracking, and easy access to ensure important files remain updated and available when required for all teams . |
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Drag Drop InterfaceLorem Ipsum is simply dummy text of the printing and typesetting industry. |
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Email IntegrationIntegrate onboarding software with email systems to send updates, share documents, and keep communication consistent across the organization for smoother HR coordination and faster responses. |
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Email NotificationsSend automatic email notifications for tasks, approvals, and milestones so new hires and managers stay informed throughout onboarding without missing important updates or deadlines ever. |
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Email TemplatesUse ready email templates for onboarding communication to save time, maintain consistency, and deliver professional messages to employees across all departments and joining stages smoothly. |
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Employee ManagementManage new employees from day one with tools that track tasks, documents, and progress for smooth and organized onboarding across teams and business units . |
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Employee ProfileCreate detailed employee profiles with personal data, documents, and role information to support personalized onboarding experiences for better understanding and smoother HR coordination every day. |
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Employee Self ServiceProvide an employee self-service portal where new hires can complete forms, upload documents, and track onboarding progress independently with ease and full transparency. |
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Feedback CollectionCollect feedback from new hires through surveys and forms to understand their experience and improve onboarding processes for stronger engagement and better future programs continuously. |
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HR ManagementManage HR activities from a single platform to coordinate onboarding, maintain employee records, and ensure smooth collaboration between teams and leadership across the organization . |
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Learning ManagementManage onboarding training with learning management tools that organize courses, monitor completion, and ensure consistent knowledge delivery across teams for improved workforce readiness and quality. |
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Mobile IntegrationEnable mobile integration so new hires complete tasks, access resources, and receive updates using smartphones and tablets anytime for flexible and convenient onboarding every day. |
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MonitoringMonitor onboarding activities in real time to identify delays, improve participation, and maintain high standards of process efficiency across teams and departments every working day. |
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Overtime TrackingTrack overtime hours accurately during onboarding to ensure fair compensation, compliance with labor rules, and clear payroll records for every employee across all shifts . |
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Performance ManagementSupport performance management by tracking goals, feedback, and achievements from the onboarding stage onward for sustained productivity and better workforce alignment across all teams . |
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Progress TrackingTrack onboarding progress clearly to ensure tasks are completed on time and employees stay confident about their journey with regular updates and shared visibility . |
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Real Time AnalyticsAccess real-time analytics to monitor onboarding progress, identify delays, and make faster decisions using live insights that improve efficiency and employee experience overall. |
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Real Time DataView real-time data to track onboarding activities instantly, ensuring accurate information, quicker responses, and better coordination between HR teams and new employees every day. |
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Real Time NotificationsReceive real time notifications for tasks, approvals, and updates so managers and new hires stay informed and take timely action without missing important onboarding steps. |
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Reporting StatisticsAccess detailed reporting statistics that highlight trends, completion rates, and compliance levels to support data-driven planning and continuous onboarding improvement. |
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Role-Based PermissionsControl system access with role-based permissions so users view only relevant information, protecting sensitive onboarding data and ensuring secure, organized collaboration across departments. |
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Search FunctionalityUse smart search functionality to quickly find employee records, documents, and learning materials, improving productivity and reducing time spent navigating the system for HR teams. |
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Sick/Leave TrackingTrack sick leave during onboarding to maintain accurate attendance records and ensure compliance with company policies and labor guidelines for new employees every working day. |
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Single Sign InEnable single sign-in so users can access onboarding systems with one login, improving convenience while maintaining strong authentication and security standards for all users. |
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Task ManagementManage onboarding tasks with clear assignments, deadlines, and progress tracking to ensure smooth execution across teams for organized operations and faster completion of work . |
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Template ManagementCreate and manage templates for emails, forms, and workflows to maintain consistency and save time in onboarding processes for efficient HR operations every single day. |
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Third Party IntegrationConnect onboarding software with third party applications to exchange data smoothly and reduce manual work across business systems for better process integration and accuracy . |
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Time AttendanceMonitor time and attendance during onboarding to maintain accurate records and support compliance with company policies for fair workforce management and smooth payroll processing . |
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View FileInvite in other categories
FileInvite is also a part of other HR software categories, where you can find category-specific features, user reviews, pricing details, and more.