Administrators will learn how to manage their subscription and users. See how to add and remove users, set user permissions and apply folder permissions.
Training for SuiteFiles Administrators:
This training session will cover the following topics:
- Introducing new Admin Settings
- What is a SuiteFiles Administrator?
- Activating users
- Deactivating users
- Security groups and user permissions update
- Managing your Account FAQ
More On-Demand Training:
Just finished Admin Training and want to learn more? Move onto one of our next training sessions below:
| 📌 Basics Training (60 min) | 📋 Advanced Training (60 min) |
| Logging into SuiteFiles | SuiteFiles Scanning |
| File and folders Basics | Sharing & Collaboration |
| Downloading our apps | Templates |
| 🚀 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.
Why does my SuiteFiles look slightly different?
Your SuiteFiles may look slightly different in the admin tab and the document signing tab. This is because we have updated our product so that it can work better for you.
The admin tab now looks like this:
As you can see there are some additions to the admin panel, we have added Generation and Rules read more about that here.
Our Document Signing Dashboard now looks like this:
Read more about the document signing dashboard here.