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About FileInvite

Automate client file collection and document requests

Automate client file requests and document collection with automated follow-ups and tracking.

Use cases in GFunnel

  • Collect onboarding docs from new clients
  • Request compliance files automatically
  • Track document submission status

Automation ideas

  • Auto-send reminders for missing documents
  • Trigger workflows on file submission
  • Update CRM when docs are collected

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ProductivityCustomer Support

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