This training session covers our Standard User training basics where we’ll go through the functionality of the main SuiteFiles apps - the Web app, Outlook & SuiteDrive
Before getting started:
- This training video is best suited for all SuiteFiles users to watch. 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 Basics Training
This training session will cover the following topics:
- How to log into the SuiteFiles Web App
- Folder and File Basics
- Search and Navigation
- Setting up File Preferences
- Installing the SuiteFiles Outlook add-in
More On-Demand Training:
Just finished Basics Training and want to learn more? Move onto one of our next training sessions below:
| 📋 Advanced Training (60 min) | 🔐 Administrator Training (45 min) |
| SuiteFiles Scanning | Security groups |
| Sharing & collaboration | Managing Permissions |
| Templates | 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.