WorkflowMax Integration
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      SuiteFiles WorkflowMax Integration Training

      This training session covers the SuiteFiles and WorkflowMax integration. We'll take a look at syncing clients and job folders, creating new client records and more.

      Note: This article teaches you how to make the most out of your WorkflowMax integration. Haven't set up the integration yet? Find out how to here.

       

       

      SuiteFiles WorkflowMax Training

      This training session covers the following topics: 

      • How to sync clients and job folders.
      • Creating new client records and utilizing templates for client data.
      • Tips on applying subfolder structures and the bulk application of folder templates available for Super Suite plan users.

      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.