Getting Started
This section will outline everything you need to know to set up SuiteFiles for your business
Using SuiteFiles
From the basics to our most advanced features, learn everything you need to know about SuiteFiles
Our Apps
Dive into setting up our apps such as SuiteDrive and the SuiteFiles Outlook add-in
SuiteFiles Connect
Guides for both SuiteFiles and Connect users to share folders and files within our client portal
- How do I request a file from my client?
- How do I manage my connected folders?
- Getting started with SuiteFiles Connect
Document Signing
Learn how to send documents securely from colleagues and clients in a few easy steps
Integrations
Set up our Xero Integrations to pre-populate your templates and link your client data
Subscription and Billing
SuiteFiles Administrators can learn to manage permissions, users, and their subscription
- Updating your credit card
- Viewing and printing invoices
- Creating security groups for folder permissions