Using SuiteFiles
From the basics to our most advanced features, learn everything you need to know about SuiteFiles
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
Search and Navigation
Templates
- Creating File Templates
- Job Merge Fields for 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
Sharing and Tasks
PDF Editing and Annotations
New SuiteFiles
- Getting Started with New SuiteFiles
- Navigating your folder structure in New SuiteFiles
- How to upload a file in New SuiteFiles
- How to create a new file in New SuiteFiles
- How to edit a file in New SuiteFiles
- How to rename a file in New SuiteFiles
- How to move and duplicate files and folders in New SuiteFiles
- How to redact a PDF file in New SuiteFiles
- How to edit a PDF in New SuiteFiles
- New SuiteFiles FAQ