Welcome to SuiteFiles!

If you're looking to get started with SuiteFiles, you've come to the right place. Use this guide to help you with the basics of SuiteFiles, including system requirements, installation guides, and some quick tips to get you started with your training.  And, if you're an Administrator, we have some articles just for you to help your team get up and running quickly. 


Step 1: Setting up your computer and browser

It's important that your computer and browser are set up correctly for the best and smoothest performance. Here's what we recommend:

System Requirements - Windows
  • Windows 8 or 10
  • The latest version of the Chrome browser
  • Office 2016 or Office 365
System Requirements - Mac
  • The latest version of macOS
  • The latest version of Safari
  • Office 2016 or Office 365
Logging into SuiteFiles

So long as you have a browser like Chrome installed on your computer, you're ready to go. Simply log in to your SuiteFiles site URL using your Office 365 username and Office 365 password. If you're not sure what your SuiteFiles site URL is, please check with your Administrator. For step-by-step instructions, click  here

Once you've met the technical requirements and have logged into SuiteFiles successfully, we recommend that you also:


Step 2: Installing the SuiteFiles apps

Our main app is the SuiteFiles Web app. This is the one you'll be logging into each day from your browser. We also have a range of SuiteFiles apps to complement the Web app: 

Please note: You need to be on a Full Suite or Pro subscription to access these apps.

Step 3: Quick Start Guide for SuiteFiles Admins

If you're responsible for your SuiteFiles site, as well as making sure everyone in your team has the correct system requirements, you will also want to take a look at the following instructions to get your SuiteFiles site ticking along smoothly. 


Step 4: File and folder basics

Now that you're all set, it's time to learn some file and folder basics. Let's look at the common functions you'll be able to perform in SuiteFiles.

How to create a new file

Before you can start working on files, you may like to create a new one.

  • Navigate to the folder location where you want to save the file.
  • Click the blue 'Create' button on the right-hand side of the browser,
  • To create a file from a template, click 'File from template',
  • To create a brand new file, select a file type,
  • Give it a file name and click the 'Create document' button.
  • The new file will be created in the folder and opened in either the browser or desktop app (depending on your User Profile Settings).

How to upload a file

To upload a file into SuiteFiles that is stored locally on your computer, you can either:

  • Drag/drop the file from your desktop directly into a SuiteFiles folder through the web browser, or
  • Move or copy/paste the file into a SuiteFiles folder through the Drive app.

The file will be stored in the folder currently open in SuiteFiles. You can also drag/drop folders and multiple files at once into SuiteFiles.

How to edit a file

There are two ways you can edit Office Documents in SuiteFiles - Using Office Online (in the browser) or the Desktop Office apps. 

Editing files in the web browser:

Editing your documents through the browser is a quick and easy option. The Office Web Apps offer you a light-weight version of the Office programs - Word, Excel, PowerPoint.

  • Click on the document title to open it
  • Click on Edit in the Browser
  • Start editing. Changes are automatically saved as you work.
Editing files through the desktop Office apps:

If you want the full functionality of the Office programs (like macros in Excel), or you simply prefer working from your desktop, then you can edit documents through the relevant program and still save changes back to SuiteFiles.

  • Click on the document title to open it
  • Click on Edit in Office 
  • The file should open in the relevant Office program. Make your edits and then click Save to save changes back to SuiteFiles.

How to save a file

Here are the different ways that you can save new files and changes into SuiteFiles.

Saving a brand new file

You can either create a new file in SuiteFiles or save a file from your desktop. If you want to save a new file you created on your desktop, you can either save it to the SuiteFiles Drive folder in Windows Explorer (see SuiteFiles add-ons for more info), or save it to your desktop and drag/drop it into SuiteFiles Web.

Saving changes made to a file

If you choose to edit a file in the web browser, changes will save automatically. There is a 'Save and close' button if you wish to use it, but otherwise, all changes will save automatically. 
If you edit a file by clicking 'Open in Office', the file will open in the relevant Office desktop program. From there, click 'Save' to save your changes back to SuiteFiles.

How to move or copy a file

You may need to do some re-organising and move a file to a different folder. There are two ways to move or copy a file, either:

  • Click the three dots next to the file name
  • Select either Move or Copy from the menu that appears
  • In the pop-up window, navigate to the folder where you want to move the file to
  • Once in the correct folder, click either the COPY or MOVE button

OR

  • Tick the checkbox on the left of the file name (you can choose to move/copy multiple items)
  • Click MOVE/COPY from the menu 
  • In the pop-up window, navigate to the folder where you want to move the file to
  • Once in the correct folder, click either the COPY or MOVE button

To move multiple files, simply tick the boxes on the left-hand side of each file name. Select MOVE/COPY from the pop-up menu and choose a new folder location. 

To move a folder, navigate to the folder that you want to move and click on the three dots next to the folder name. Select Move folder to and use the pop-up window to choose the folder you wish to move the folder to.

How to favourite a file

If you have files or folders that you use frequently, you can favourite them, which will make them all appear in one convenient location. 

  • To favourite a file, click on the small grey star at the far right of the file name
  • To favourite a folder, click on the grey star next to the folder name 

To view your favourite files and folders, navigate to the Favourites tab.

To remove a file or folder from Favourites, simply click the star next to the file or folder to turn it from yellow to grey. This item will no longer appear under your Favourites.


Be sure to read our comprehensive  User Guide to dive deeper into the various features that SuiteFiles has to offer - you'll be working with your files like a pro in no time!  Start exploring

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