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Using SuiteFiles
Getting Started
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Using SuiteFiles
File and Folder Basics
Search and Navigation
Templates
Sharing and Tasks
PDF Editing and Annotations
Webinars
Our Apps
SuiteFiles Outlook for Windows
SuiteFiles Outlook for Web and Mac
SuiteFiles Drive
SuiteFiles Chrome Extension
SuiteFiles Connect
Connect for SuiteFiles users
Connect users
Document Signing
Integrations
Xero Practice Manager Integration
WorkflowMax Integration
Xero Tax Integration
Xero Workpapers Integration
FuseDocs
OneDrive
GreatSoft Integration
Karbon Integration
QuickBooks Online Integration
Subscription and Billing
Managing users
Managing your subscription
Troubleshooting
SuiteFiles Web App
Xero Integration
SuiteFiles Outlook
SuiteFiles Drive
Office 365
What's New
Back to home
Help Centre
Using SuiteFiles
Getting Started
Getting Setup
On-Demand Training
Using SuiteFiles
File and Folder Basics
Search and Navigation
Templates
Sharing and Tasks
PDF Editing and Annotations
Webinars
Our Apps
SuiteFiles Outlook for Windows
SuiteFiles Outlook for Web and Mac
SuiteFiles Drive
SuiteFiles Chrome Extension
SuiteFiles Connect
Connect for SuiteFiles users
Connect users
Document Signing
Integrations
Xero Practice Manager Integration
WorkflowMax Integration
Xero Tax Integration
Xero Workpapers Integration
FuseDocs
OneDrive
GreatSoft Integration
Karbon Integration
QuickBooks Online Integration
Subscription and Billing
Managing users
Managing your subscription
Troubleshooting
SuiteFiles Web App
Xero Integration
SuiteFiles Outlook
SuiteFiles Drive
Office 365
What's New
Using SuiteFiles
From the basics to our most advanced features, learn everything you need to know about SuiteFiles
Filing Scanned Documents
File and Folder Basics
How to delete folders
How to view archived content
How to archive folders
How to delete multiple files
How to convert a Word document to PDF
How to create a new file
How to upload a file
How to edit a file
How to save a file
How to move files and folders or copy files
How to favourite files and folders
How to delete a file
How to archive files
How to rename a file
Folder options
How to Generate a Scanning Email
Creating shortcuts to other files or to URL's
Creating and editing plain text files using markdown
How to use SuiteFiles in Nitro Pro
Email Threads
Bulk Folder Generation
See more
Search and Navigation
How to filter folders
How to use Quick Search
How to use Advanced Search
How to search the message body of an email
How can I preview a document?
See more
Templates
Creating File Templates
Creating a File from a Template
Creating Folder Templates
Xero Merge Fields for Templates
Karbon Merge Fields for Templates
Creating Email Templates
Editing Email Templates
Managing your SuiteFiles Templates
Organising your SuiteFiles Templates as Categories
Editing your SuiteFiles Templates
How to edit Folder Templates
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Sharing and Tasks
Sharing folders with your colleagues
Can I collaborate with my colleagues in real-time?
Sharing & Tasks FAQ
Notifications Centre and Side Panel
Sharing Files with an Internal User
How to Interact with Shared tasks
Notifications Side Panel
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PDF Editing and Annotations
Creating Annotations in a PDF in the Web App
How to add text to PDFs
Rotating, re-ordering, and adding pages in your PDF
How to merge PDFs into one file
PDF Stamps
Deleting Annotations in a PDF in the Web App
How to extract pages from a PDF
See more
Webinars
Introducing the SuiteFiles and ATOmate Integration
Introducing the SuiteFiles and ATO SmartDocs Integration
Introducing the new SuiteFiles Outlook add-in
Working with SuiteFiles File Templates Webinar
SuiteFiles Chrome Extension Webinar
SuiteFiles Tips & Tricks Webinar
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