File Invite by Codex Solutions International

fileinvite is a secure platform for automating document collection, e signatures, and workflow management, mainly for financial services integrating with make com enables streamlined, automated document workflows and data collection across various business apps, improving efficiency and customer experience limited documentation we currently can't provide complete documentation for file invite because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from file invite and public sources to create detailed guides about file invite file invite is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=file%20invite\&app slug=file invite community\&app unique id=fileinvite 5rbkhc app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup file invite modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} append a requests to invite loads request items from pre made templates directly into an active invite, making it easy to set up your invite with standard requests please note, this action can only be performed if the invite is still open close a invite this module allows you to cancel an invitation that you’ve sent—either to a specific contact or to all contacts at once collate documents under each request returns a single, combined document that includes all files retrieved during a request, making it easier for you to review all your files together in one place create a contact adds a new contact to your address book, allowing you to store and manage their details easily create a group creates a new group, allowing you to organize users or items into a dedicated collection for easier management and collaboration create a user adds a brand new user to your fileinvite account, allowing them access to the platform please note that extra fees may apply for creating new users delete a contact permanently removes a selected contact from your list delete a group permanently removes a group that you specify from your account delete a invite removes a specific invitation from your account, helping you manage and clean up your list of sent invites delete a user this module allows you to select another user within your account and transfer all invitations and contacts from the original user to the new user this helps streamline account management by easily moving important connections and pending invites to a different team member get returns associated with a request retrieve all returns linked to a specific request, allowing you to view detailed information about each associated return get a contact fetches comprehensive information about a specific contact by entering the contact's unique id this module allows you to view all available details related to that contact get a group get detailed information about a specific group by entering its unique group id get a invite fetch detailed information about a particular invite using its unique identifier get a request fetches detailed information about a particular request you specify get a user fetches detailed information about a particular user, such as their profile data and account specifics get all signed forms retrieves a list of all signed forms that have been submitted in response to a particular request list all contacts fetches a list of all your contacts, displaying them in pages so you can easily browse through large contact lists list all groups retrieve a list of all groups, organized into pages for easier browsing this module helps you view and manage your groups without overwhelming you with too much information at once list all invites fetches detailed information about a particular invite, allowing you to view all relevant details for that specific invitation list all requests retrieves all requests that are linked to a specific invite, allowing you to view every related request in one place list all users fetches a list of all users, displaying the results in pages so you can easily browse through large groups of users one section at a time make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or endpoints not covered by the standard modules resend a invite send a new invitation to either a specific contact or to all of your contacts, allowing them another opportunity to join or respond update a contact update the details of an existing contact, allowing you to modify their information as needed update a group modify the details of an existing group, such as its name or settings watch events monitor events this module keeps an eye on your selected calendar and automatically detects whenever a new event is created or an existing event is updated templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} file invite resources you can have access to more resources related to this app on the following links join discussions about file invite on make community visit file invite website access file invite help documentation view file invite api documentation visit file invite page on make help us improve this documentation have experience with file invite? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=file%20invite\&app slug=file invite community\&app unique id=fileinvite 5rbkhc 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