How do I view and complete my file requests in SuiteFiles Connect?

Any files that have been requested of you, or sent for you to review, edit, approve or sign will be available under Tasks in SuiteFiles Connect

This guide will step you through: 

You'll see your outstanding files requests, and files you've been asked to review, edit, approve or sign under Tasks in SuiteFiles Connect. 

You'll also receive an email notification telling you that a new SuiteFiles Connect Task has been assigned to you.

Select a task from the list on the left to get started.

File Upload Requests

To upload a file that has been requested:

  1. Click the View/Upload Files button in the selected Task:
  2. Add files from your computer clicking the Add Files button, or drag & drop them into the box then click Done
    • Please note: you can upload a combined total of 500 MB at a time.
                                       
  3. The files will now be added to Connect.

      File Review Tasks

      To review a file that has been sent to you:

      1. Click the Open in Office button or Download A Copy button in the selected Task: