04 / INVITE

Invite the right people.
Receive their files.

Need documents from someone else? A transfer invitation gives customers and partners a defined way to provide files through your Qiata system.

QiataTransfer invitation
Toalex@beispiel.de
SubjectDocuments for our project

Hi Alex, please upload the documents for our project here.

Request files securely

Your recipient uploads their files through the invitation.

Protected · Valid for 7 daysSend invitation
YOUR BENEFITS

How Invite helps in everyday work.

Create a clear return channel

The other person receives a specific invitation to provide files. The return channel is clear from the start.

Include external people selectively

Request files from the intended people. Invitations can also include people without an existing Qiata account.

Assign documents to the right task

A subject and message give the request context. Incoming files can be assigned to the relevant task.

FEATURES IN DETAIL

What you can do with Invite.

Invite the right person

Address the transfer invitation to your contact. You are sending a request for files rather than selecting your own files to send.

Make your request clear

Describe the documents you need in the subject and message. The other person receives an invitation with access to provide them.

Set invitation conditions

Set expiry dates and available protection options according to your organisation's policies. The available scope and options depend on the configuration.

Receive files through Qiata

The invited person provides the requested files through the designated access point. Incoming files use the same system as your other file sharing.

A LOOK AT THE WORKFLOW

How Invite works.

The key steps at a glance.

Qiata
Transfer invitation
Create a new message
TOalex@beispiel.de
Current project overview

Hi Alex, please send me the updated project overview through this invitation.

Email template: Default
Change settings

Tell the other person what you need.

Sarah asks Alex for the updated project overview. She selects Invite and adds a recipient, a subject and a specific message.

Qiata
Provide files

Upload your files.

Your response to the invitation for Project Alpha.

Invitation from Sarah
SubjectCurrent project overview
Expiry7 days
Recipientalex@beispiel.de
Subject and message
Project Alpha – response

Hi Sarah, here is the updated project overview.

Your files
Project-overview.pdf
Upload files
Response assigned to the invitation

A clear return channel for the requested files.

Alex opens the upload page through the invitation link. The request is already assigned; he adds his response, selects the project overview and starts the upload.

AN EVERYDAY WORK EXAMPLE

Missing documents for a support case.

You still need the customer's files to handle the case. Create an invitation related to the task and explain which documents are required.

  • Log files
  • Screenshots
  • Supporting documents

Your customer receives the designated access to provide files. Returned files can be assigned to the request.

YOUR NEXT STEP

Fewer barriers.More sharing.

Discover how Qiata can simplify file sharing in your organisation. In a personal live demo.

Book a live demoPersonal. Practical. Focused on your questions.