SuiteFiles Basics Training for Standard Users

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: 

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