Sharing folders with your colleagues

In the SuiteFiles web app, you can share folders with other SuiteFiles users in your team. 

How to share a folder

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

  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, under Sharing message, enter a message for the user and select the reason for sharing by selecting either the FYI, Review & Edit or Approval button
  10. When you've completed adding the users you'd like to share the folder with, click SHARE to share the folder
  11. The recipient(s) will receive a notification in their SuiteFiles site, an email notification and the folder will appear under their Tasks tab in the SuiteFiles site.

Please note: If you want to share folders with your external users, consider creating a client portal with SuiteFiles Connect