1. SuiteFiles Connect
  2. Connect for SuiteFiles users

How do I share a file with my client?

If you only need to share a single file with a client, read on to learn how to do this with SuiteFiles Connect.

In SuiteFiles, you can share any individual file with a Connect user through SuiteFiles Connect. If you select a Microsoft 365 file type, these can be reviewed, edited or approved by the client. However, if you want to share a PDF document, these can only be reviewed or approved.

Sharing a Microsoft 365 File: 

To share one file with your client:

  1. Click the three dots to the right of the file you wish to share with them
  2. Select "Send to Connect..."
  3. Enter your contact users email address (ensure you press Enter on your keyboard), or if you have integrated with e.g. Xero Practice Manager or WorkflowMax, you can select a name/email address from the drop-down list.
  4. Select whether you want the file to be: 
    • Reviewed: this will allow the connect user to only view the file 
    • Edited: the will allow the connect user to edit the file through Connect, if they have their own Microsoft 365 account
    • Approved: this will allow the connect user to only view the file
  5. Fill the details as prompted on the screen. This includes the subject line of the task, a message to provide further details, and an optional expiry date.
    • Please note: when adding a message, you can only use a maximum of 256 characters (including spaces). If you exceed this limit, you will see the error message: "Validation failed for one or more entities"
      connect_sendtoconnect2
  6. Click Send.
  7. Your Connect user will receive an email notification alerting them to your file share. They can then log into SuiteFiles Connect and complete the file review, edit or approval process. If this is the first time you’ve interacted with your client via Connect, they will also be asked to set up their SuiteFiles Connect account.
To review and track your tasks, please read: Where will my client's file requests be submitted?.

Sharing a PDF File: 

To share one PDF file with your client:

  1. Click the three dots to the right of the file you wish to share with your Client
  2. Select "Send to Connect..."
  3. Enter your client’s email address (ensure you press Enter on your keyboard), or if you have integrated with e.g. Xero Practice Manager or WorkflowMax, you can select a name/email address from the drop-down list.
  4. Select whether you want the file to be reviewed or approved.
  5. Fill the details prompted on the screen. This includes the subject line of the task, a message to provide further details, and an expiry date (optional).
    • Please note: when adding a message, you can only use a maximum of 256 characters (including spaces). If you exceed this limit, you will see the error message: "Validation failed for one or more entities"
      connect_sendtoconnect4
  6.  Click Send
  7. Your client will receive an email notification alerting them to your file share. They can then log into SuiteFiles Connect and complete the file review, edit or approval process. If this is the first time you’ve interacted with your client via Connect, they will also be asked to set up their SuiteFiles Connect account.

To review and track your tasks, please read: Where will my client's file requests be submitted?.