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Release Notes 2019

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

September 2019

SuiteFiles Connect is live!

If you're on our new Super Suite plan, you'll now have access to SuiteFiles Connect in the SuiteFiles web app. It's our answer to a client portal, only Suite-er!

With SuiteFiles Connect you can share a connected folder with your client, giving them access to the files within it, create file upload requests and more. 

To learn more read our blog here, or head over to the SuiteFiles Connect overview on our help centre here or view our recent webinar. 

If you'd like to take advantage of SuiteFiles Connect, you can view pricing and upgrade to Super Suite following the steps here. 

Document Signing

We've made a number of improvements under the hood to streamline the document signing process. 

You'll also have the option to customise your signature following the steps here. 

We now also send automatic email reminders to your signers on days 3, 4 and 6. 

Update August 2020:  SuiteFiles no longer send automatic email reminders, but we have plans to reinstate these in a future update. If you would like to send your recipients a reminder to sign their documents, you can resend these invites by following these instructions. 

SuiteFiles web app

We've made a number of changes to how you view your files in the SuiteFiles web app: 

New Tasks View

If you're on our new Super Suite plan, your Tasks view will now show My Tasks and Sent Tasks.

  • My Tasks represent the files and folders that have been shared with you by other members of your team. Think of it as your to-do list in SuiteFiles.
  • Sent tasks combine the files you have sent to your team, or to your clients via Connect file upload requests or files you have asked your client to Review, Edit or Approve.

We've also made the following changes:

Task comments use push notifications

The Task count is now the number of unread items (not the number of tasks due)

We've change to the way you see some tasks - those previously sent to you as tasks for your information (FYI tasks) are now shown as tasks to Review.

Recents

The Recents view now shows My Recents by default. Use the filters on the left to switch to All Recents, Emails or Client Folders that have been created or modified recently.

July 2019

Chrome extension 

  • You can now drag and drop upload to the Documents tab in XPM
  • We've made some bug fixes to increase stability for Jobs and Quotes integration with XPM
  • Fixed a bug affecting the Export PDF to SuiteFiles process in Xero Reports

Management Portal

If you're using two factor auth or a single sign on solution, you can now log into the Management Portal (https://manage.thefullsuite.com) using the Advanced Login option to view and print invoices, remove users and change your subscription type.  

June 2019

SuiteFiles Drive 2.0

We've updated the SuiteFiles Drive with a number of new features and fixes. The new app is available from the downloads centre in the Web App. For full download steps, please follow the instructions here: Installing SuiteFiles Drive 2.0

 

Please note: The new SuiteFiles Drive update will require an administrator to be present to respond to prompts during the installation process.

    New features and fixes:

    • A new login experience supporting 2FA
    • The ability to change the drive letter and port
    • Automated port checking - if the chosen port is taken, SuiteFiles Drive will check for a free port to map to, enabling a smoother installation
    • We've also added automated drive letter checks so if S is already being used it'll try another letter
    • If you have delete permissions, the deletion of folders and files now works correctly
    • The correct date stamp is now displayed (no longer showing +12 hours)
    • Overriding PDF downloads will no longer show the cached version if loaded from Drive

    Other changes:

    • We've removed the ability the Share or Create with template from the File Explorer. To Share or Create a new file, you'll need to use the Web App
    • We've removed the SuiteFiles icon in the navigation pane in the File Explorer. You can access the SuiteFiles Drive under This PC in File Explorer:

       

    March 2019

    Chrome extension

    • You'll find a new interface when accessing the Documents tab in Xero Practice Manager (XPM), with the links now mapping directly to your files in SuiteFiles, the ability to create folders (with templates) and upload a document. 
    • You can now create new folders (with templates) when downloading reports or when using SuitePrint
    • The "Client already exists" message when creating a new client in XPM no longer appears when the field is empty
    • Bugfix for downloading reports from XPM and exporting Workpapers

    You can switch back to the default XPM Documents interface by toggling the Documents Tab Replacement button following the steps here.

    Did you know that installing our Chrome extension also improves your experience when using the Office Web Apps? We've made a few changes to make editing in the browser a better experience.