Sharing files with your colleagues (Old View)

In the SuiteFiles Application, you can share files with internal users. Read this article to figure out how.

 

Please note: This view is currently available to all Super Suite customers. Keep your eyes peeled for a new Tasks update that we will be rolling out to all customers in late July 2022. 

How to share a file with an internal user

  1. Navigate to the file you would like to share
  2. Click the three dots to the right of the file name
  3. From the drop-down menu select Share

  4. Start typing the name of the user you would like to share within the text box provided
  5. A list of users that match your text will appear in the drop-down list
  6. Select the user from the drop-down list

  7. The user has been selected correctly when you can see that their username has a white box appear around it as shown in the screenshot below
  8. You can add multiple users by following the same steps above
  9. On the right of the screen, you can enter a message for the shared document. You can decide the reason for sharing by selecting either the FYI,  Review & Edit or Approval button. You can also add a due date for the documents task to be completed. 
  10. When you've completed adding the users you'd like to share the file with, click SHARE to share the file.
  11. The recipient(s) will receive a notification in their SuiteFiles site, and an email notification that the task has been shared with them. Both of these notifications will include a link to the file in SuiteFiles.
  12. The file will also appear in the recipients Tasks tab under My Tasks in SuiteFiles. The sender can see the document and its progress through the Sent Tasks tab.
  13. By clicking on the task you can interact with the shared file and have conversations with those involved. 

  14. Once the recipient marks the task as Done, the sender will receive an email to that effect, and a notification that the task is done will show up in the conversation of the shared document.