Harness the power of our Chrome extension to get direct access and management of SuiteFiles documents within Karbon.
To access these features you need to have your Karbon integration set up and your Chrome extension installed and logged in.
With the SuiteFiles Karbon Chrome extension installed and logged in, you will find a new Documents tab within a Work Item in Karbon. Click Create a folder or Link a folder to create or link a subfolder in a linked clients folder in SuiteFiles for your work item documents. Once created you will have direct access and management of SuiteFiles documents within Karbon.
- Clicking Create a folder will create a Work Items subfolder in your Clients’ folder and a folder for the current Work Item.
- Clicking Link a folder will allow you to select which existing folder in SuiteFiles you'd like to connect the Work Item to.
Once your Work Item is linked to a folder in SuiteFiles, the Chrome Extension provides you with a number of options:
- Upload files from your local hard drive, or create folders and Office documents directly into SuiteFiles.
- Use this breadcrumb navigation to move back through your SuiteFiles folder structure.
- Filter the contents of the current folder by name, last modified user, and file type.
- Click on a folder to view its contents.
- Expand the ellipses menu to view additional options for your files and folders such as Rename, Copy Link, Download or Delete.
