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Latest Release Notes

Read on for a list of recent updates to our SuiteFiles apps. 

10 June 2026

We've made the following updates in New SuiteFiles:

Authentication & Sessions

Concurrent sessions: Users can now be logged into the SuiteFiles Web App and the New Outlook add-in (Beta) simultaneously. This means you can work seamlessly across both platforms.

Smart Templates

Available to select customers only

    • Integration contact data mapping fix: resolved the "Dear" prefix duplication
    • Consistent variable mapping across users: templates with the same data no longer produce different results for different users
    • Organizational constants fix: these values now correctly populate when filling a template
    • Template name uniqueness check: duplicating a template now shows an "Item already exists" modal with Keep both and Rename options
    • Rich markdown editing experience: templates now support a richer markdown editing experience
    • Template creation improvements: styled DOCX generation, style document picker, default style document, and end-to-end style integration

Navigation

    • Default sort order fix: the file list now defaults to name ascending on initial load
    • Loading indicator: a loading visual now shows when fetching more folders/files
    • Save to modal fix: no longer opens blank on first use
    • Upload size increase: We've increased the maximum file size you can upload directly to New SuiteFiles from 250 MB to 1 GB, making it easier to work with larger files.

Improved Contact Display (New Document Signing & Smart Templates)

  • When looking up contacts from external systems (XPM, Karbon, MYOB, IRIS), we’ve replaced the logos with the integration name, providing a clear indicator showing where each contact came from, making it much easier to view cross-system data. This update applies to New SuiteFiles only.

New Document Signing

    • AI document summary fix: the summary no longer spins indefinitely.

New Outlook Add-in (Beta)

    • Error toast fix: toasts no longer auto-dismiss
    • Add-in retitled to "SuiteFiles for Outlook Add-in" consistently across all surfaces
    • Enhancements: Bulk Save of emails, and the ability to mark folders as Favourites

20 May 2026

We've made the following updates in New SuiteFiles:

Smart Templates

  • Organizational constants now populate properly when filling templates

General updates and bug fixes

  • Resolved a token refresh issue where users were logged out of New SuiteFiles every 5 minutes

13 May 2026

We've made the following updates in New SuiteFiles:

Smart Templates

Templates are now available to select customers. Create documents from reusable templates with AI-assisted placeholder mapping. Smart Templates include:

    • Template library with custom categorization
    • Role-based admin controls for template management
    • An editing experience for existing templates
    • AI-driven flow that automatically suggests placeholders based on your integrated data

Please note: This update is only available to some early access users. We’ll roll this out to further customers as more features are available.

New Integration: IRIS Client Data

Connect your IRIS system to SuiteFiles and automatically map client and contact information into your templates and documents. Admins can request the connection in Settings > Integrations in New SuiteFiles only.

New Integration: MYOB Client Data

You can now import MYOB client and contact data into SuiteFiles for use in templates and document workflows. This is available to customers with MYOB subscriptions. Admins can request the connection in Settings > Integrations in New SuiteFiles only.

Authentication & User Onboarding Updates

    • Multi-factor authentication (MFA) is now available for added security during login
    • Streamlined onboarding experience for new team members
    • Support for both authenticator app and SMS-based verification

25 April 2026

New Outlook Add-in (Beta)

  • Better handling of saving items to the root folder
  • Thread-tracking option on the Save & Send page when composing a new email
  • Folder information when searching, and other search improvements
  • Improved thread-tracking visualization and management on the Settings page

Please note: This update is only available to some early access users. Once Beta is completed, the New Outlook Add-in will be available in the Microsoft store. We’ll provide an update once this is live.

And, we've made the following updates in New SuiteFiles:

New User Registration

    • Introduced MFA with SMS and Authenticator

General updates and bug fixes

    • Can see full details of each Space via a tooltip
    • Better handling of folder naming when creating a new folder

15 April 2026

Templates with AI Assistance (Coming Soon)

We're building an intelligent template system that will help you create documents faster. Templates will include AI-powered suggestions for how to fill placeholders, support for custom document editors, and the ability to upload reference documents for the AI to learn from.

Admin Settings Enhancements (New SuiteFiles)

Admins now have expanded control over their New SuiteFiles (Beta) environment:

    • Manage team members and their permissions in one place
    • Customize branding settings for your organization
    • Set up organizational constants that auto-populate across the new Smart Templates

Please note: This update is only available to some early access users. We’ll roll this out to further customers as more features are available.

New Outlook Add-in (Beta)

We now have an updated Beta version of the New Outlook add-in, including tracking email threads, helping you keep conversations organized when saving emails to SuiteFiles.

Additional UI improvements make it easier to manage attachments and find files directly from Outlook.

  • Complete folder listing
  • Default folder location is now the Clients folder, rather than Home
  • Save page includes a better folder search and selection for Save Location
  • Less requirement to login (token is cached longer)
  • Site selection is remembered
  • Email and attachment saving improvements (selected/not selected)
  • Thread-tracking is an option. However, this part is still in beta.
    • The threads you track have cards on the Settings page but more detail will be added to these, and the option to delete a tracked thread.
    • This is now track based on the ID of the email, so even if you change the recipients or the subject, it should remain tracked until you delete it.

Please note: This update is only available to some early access users. Once Beta is completed, the New Outlook Add-in will be available in the Microsoft store. We’ll provide an update once this is live.

Streamlined Login and Onboarding (New SuiteFiles)

We've introduced a new login experience and made it easier for new team members to get set up in SuiteFiles with a smoother onboarding flow.

Existing SuiteFiles users need to enter their email address, and if prompted on the next screen, select Sign in with Microsoft. Existing customers do not need to register for a new account.

Please note: This update is only available to some early access users. We’ll roll this out to further customers as more features are available e.g. the ability to connect a Space. For now, Super Suite customers can switch to New SuiteFiles by using the ‘Switch to SuiteFiles Beta’ toggle in the top right corner of the SuiteFiles Web App.

25 March 2026

We released a performance optimization fix for updating XPM client and contact information in the Legacy platform.

16 March 2026

Custom Branding in New Signing

Custom Branding is now available in new signing, for those with access to the SuiteFiles Beta. To enable custom branding, a SuiteFiles Admin can follow these steps.

New Outlook add-in Beta

This is the first step in providing full compatibility with the new Outlook and a better experience in the web-based Outlook. If you'd like to register your interest to participate in the Beta and provide feedback, please complete this form and we'll be in touch.

Updates to New SuiteFiles

  • We've made some further updates to the SuiteFiles Beta
    • You can now edit your first and last name used on outgoing document signing emails. You can find this setting under your User Profile in SuiteFiles Beta. Once saved, the changes will filter through onto any document you send via New signing.
    • You can now multi-select folders and files to Move or Copy in bulk
    • You can view more Details on a file or folder. 

28 January 2026

Introducing the New SuiteFiles!

We’ve been hard at work behind the scenes on a next-generation SuiteFiles experience that’s faster, smarter, and built to support what’s coming next. This new platform lays the groundwork for bigger, better improvements, and we’re excited to share an early access first look.

Features in New SuiteFiles include:

  1. PDF redaction

  2. PDF content editing

Use the toggle in the top right corner of the SuiteFiles Web App to try the fresh new view for yourself.

We have comprehensive guides on how to get around in the New SuiteFiles here plus all your questions answered in our FAQ for New SuiteFiles. 

New Signing Updates

Automatic reminders are now live.

When sending a document for signing, you can now set up automatic reminders to help keep things moving and ensure recipients complete their tasks on time. You can choose whether reminders repeat, and how often they’re sent.

Learn more here.

Screenshot 2026-01-28 083645

Email and status tracking

Stay on top of your signing requests with at-a-glance tracking, so you can quickly see who has received their email, viewed the document, and completed signing. 

Please note: This feature is currently available under the Show details panel, accessed via the new signing dashboard. 

Learn more here.