Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Description

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Salesforce Yes 
Zapier Yes 
Asana No 
Axis LMS Yes 
Google Docs No 
Google Workspace No 
HubSpot CRM Yes 
Microsoft 365 No 
Microsoft Power BI No 
Pipedrive No 
Slack No 
Smartsheet No 
Tableau No 
monday AI work platform No 

Integrations

Box Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Salesforce Yes 
Zapier Yes 
Asana Yes 
Axis LMS No 
Google Docs Yes 
Google Workspace Yes 
HubSpot CRM No 
Microsoft 365 Yes 
Microsoft Power BI Yes 
Pipedrive Yes 
Slack Yes 
Smartsheet Yes 
Tableau Yes 
monday AI work platform Yes 

Pricing Details

$829/mo
Free Trial No 
Free Version No 

Pricing Details

$20.00 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FileInvite

Founded

2014

Country

New Zealand, United States

Website

www.fileinvite.com

Vendor Details

Company Name

Readdle

Founded

2007

Country

Ukraine

Website

fluix.io

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management Yes 
Candidate Management Yes 
Colleges / Universities Yes 
Evaluation Management Yes 
Fee Management Yes 
Financial Aid Management No 
Forms Management Yes 
K-12 No 
Recruiting Management No 
Scoring No 
Self Service Portal Yes 

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management Yes 
Risk Management No 
Trend Analysis No 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging Yes 
Cloud Storage Yes 
Comments / Annotations No 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control Yes 
Workflow / Approval Process Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search No 
Version Control Yes 

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management Yes 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management No 
Investor Management No 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook No 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms Yes 
Training Management Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture No 
Document Imaging No 
Document Indexing No 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Inspection

Appointment Management No 
Customer Database Yes 
Dispatch Management No 
Equipment Tracking No 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition No 
Subcontractor Management Yes 

Safety Management

Audit Management No 
Corrective / Preventive Actions No 
Incident Management No 
Injury Reporting No 
Inspection Management No 
OSHA Recordkeeping No 
Safety Risk Assessment No 
Training Management No 

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