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

To share a connected folder with 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 …
    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