File and Document Management
File Invite by Codex Solutions International
20 min
fileinvite is a platform for securely requesting, collecting, and managing documents from clients integrating with make com streamlines document workflows, automates file collection, and enhances client onboarding processes for businesses 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 docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/file invite community/ 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 adds requests from templates to an invite, as long as the invite is still open close a invite close an invitation for a specific contact or for all contacts at once collate documents under each request collects and returns all files related to a specific request in one document create a contact adds a new contact to your address book create a group create a brand new group to organize your users or resources create a user adds a new user to your fileinvite account please note that extra fees may apply delete a contact permanently remove a selected contact from your list delete a group permanently remove a selected group from your account delete a invite removes a specific invitation from your account delete a user easily move all invites and contacts from one user to another within your account by selecting the new user you want to transfer them to get returns associated with a request retrieve all returns linked to a specific request get a contact get detailed information about a specific contact by entering their contact id get a group get detailed information about a specific group by entering its group id get a invite get detailed information about a particular invite get a request retrieve detailed information about a particular request get a user get detailed information about a particular user get all signed forms get a list of all signed forms that have been submitted in response to a specific request list all contacts get a list of all your contacts, with results organized into pages for easier browsing list all groups get a list of all your groups, with results split into pages for easier browsing list all invites get detailed information about a particular invite list all requests retrieve a list of all requests linked to a specific invite list all users get a list of all users, with results organized into pages for easier browsing make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access any available endpoint resend a invite send another invitation to a specific contact or to all your contacts update a contact update the details of an existing contact update a group update the details of an existing group watch events monitor and receive notifications for new events as they happen templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=file%20invite https //www fileinvite com/ https //help fileinvite com/?utm medium=mega menu https //www fileinvite com/documentation https //www make com/en/integrations/file invite community 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 sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone