1. SuiteFiles Connect
  2. Connect for SuiteFiles users

How do I create a connected folder to share with my client?

On SuiteFiles Connect, you can share folders with your clients to share, edit, and review documents.

 

To share a connected folder with your client:

Please note: do not move your connected folders once they are created. The folder path must stay the same or the portal will no longer be accessible to your client. 

    1. Click the three dots to the right of the folder you wish to share with your Client
    2. Select Share as Connected Folder …
      • Please Note: The client will have access to all files and subfolders within this folder
    3. Complete the fields on the Create Connected Folder screen
    4. Click Send. You'll see a confirmation message that the Connected Folder has been created and shared with your client.
                                           
    5. Click Dismiss to return to the folder in SuiteFiles.
    6. Your client will receive an email notification letting them know you’ve shared a folder with them. If this is the first time you’ve shared a connected folder with your client, they will also be asked to set up their SuiteFiles Connect account
    7. Back in SuiteFiles, folders that have been shared externally via Connect will be indicated with a blue folder icon as shown below:
    8. To add additional users to an existing connected folder, click here.  

    Suite Tip: We recommend adding yourself to the SuiteFiles Connect Portal so you always have access to what your clients can see.