This training session covers our Advanced User training where we’ll go through the functionality of scanning, sharing, file templates and email templates.
Before getting started:
- Please watch our SuiteFiles Basics Training session first before moving onto SuieFiles Advanced Training.
- This training video is suited for all SuiteFiles users to watch once they master the basics. If possible, we recommend getting the team together to watch this training video (60 min).
- To get the most out of this training session, watch this webinar on a different screen and ask your team members to follow along each step of the way. Feel free to also pause, rewind, and take snack breaks in between 🍿
SuiteFiles Advanced Training for Standard Users
This training session will cover the following topics:
- Scanning files to SuiteFiles
- Creating File Templates
- Creating a File from a Template
- Creating Folder Templates
- Creating and Editing Email Templates
- Managing your SuiteFiles Templates
More On-Demand Training:
Just finished Advanced Training and want to learn more? Move onto one of our next training sessions below:
| 📌 Basics Training (60 min) | 🔐 Administrator Training (45 min) |
| Logging into SuiteFiles | Security groups |
| File and folders Basics | Managing Permissions |
| Downloading our apps | Managing billing & invoices |
| 🚀 XPM Training (30 min) | 📝 Document Signing (60 min) |
| Installing the SuiteFiles Chrome Extension | Editing & Annotating PDF's |
| Creating & renaming clients | Preparing and sending documents for signing |
| Replacement Characters | Managing document signing |
| 📅 SuiteFiles Connect (60 min) | 💻 Other Webinars |
| Creating Connected Folders | Outlook add-in Training |
| Requesting and Reviewing Files | Chrome Extension Training |
| Managing Connected Folders | Other Integrations |
Questions or Feedback?
While these resources do answer a lot of questions, you may have a particular question to get started. If that's the case, please reach out to us at support@suitefiles.com.