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Using SuiteFiles
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On-Demand Training
Using SuiteFiles
File and Folder Basics
Search and Navigation
Templates
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PDF Editing and Annotations
Webinars
Our Apps
SuiteFiles Outlook for Windows
SuiteFiles Outlook for Web and Mac
SuiteFiles Drive
SuiteFiles Chrome Extension
SuiteFiles Mobile App
SuiteBackups
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
Subscription and Billing
Managing users
Managing your subscription
Troubleshooting
SuiteFiles Web App
Xero Integration
SuiteFiles Outlook
SuiteFiles Drive
Office 365
Document Signing
What's New
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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 Mobile App
SuiteBackups
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
Subscription and Billing
Managing users
Managing your subscription
Troubleshooting
SuiteFiles Web App
Xero Integration
SuiteFiles Outlook
SuiteFiles Drive
Office 365
Document Signing
What's New
Using SuiteFiles
From the basics to our most advanced features, learn everything you need to know about SuiteFiles
File and Folder Basics
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 or copy files
How to favourite files and folders
Deleting files and folders
Viewing archived content
How to rename a file
Folder options
Scanning files to SuiteFiles
Creating links to other files or to URL's
Creating and editing plain text files using markdown
How to use SuiteFiles in Nitro Pro
Email Threads
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
Templates
Creating File Templates
Creating a File from a Template
Creating Folder Templates
Creating and Editing Email Templates
Xero Merge Fields for Templates
Managing your SuiteFiles Templates
Karbon Merge Fields for Templates
See more
Sharing and Tasks
Introducing New 'Tasks' View
Sharing folders with your colleagues
Can I collaborate with my colleagues in real-time?
Sharing & Tasks FAQ
Introducing New Notifications
See more
PDF Editing and Annotations
Annotating 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
Webinars
PDF Editor & Document Signing Updates Webinar - 19 Aug 2021
Collaborating with your Clients using SuiteFiles Connect
Getting Started with SuiteFiles Document Signing
Introducing the SuiteFiles and ATOmate Integration
Introducing the SuiteFiles and ATO SmartDocs Integration
Introducing the new SuiteFiles Outlook add-in
SuiteFiles Connect & Document Signing Webinar - 7 Nov 2019
SuiteFiles Connect Demo - 19 Sep 2019
Working with SuiteFiles File Templates Webinar
SuiteFiles Chrome Extension Webinar
SuiteFiles Tips & Tricks Webinar
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