SuiteFiles XPM Integration training

This training session covers the SuiteFiles and XPM integration. We'll take a look at how to install the Chrome extension, how to create new client, job or quote folders in SuiteFiles as well as saving Workpapers, reports and using SuitePrint.

 

Want to learn more? 

This training session will cover the following topics: 

More On-Demand Training:

Just finished Xero Practice Manager Training and want to learn more? Move onto one of our next training sessions below:

📌 Basics Training (60 min) 📋 Advanced Training (60 min)
Logging into SuiteFiles SuiteFiles Scanning
File and folders Basics Sharing & Collaboration
Downloading our apps Templates
🔐 Administrator Training (45 min) 📝 Document Signing (60 min)
Security groups Editing & Annotating PDF's 
Managing Permissions Preparing and sending documents for signing
Managing billing & invoices Managing Document Signing
📅 SuiteFiles Connect (60 min) 💻 Other Webinars
Creating Connected Folders Outlook add-in Training
Requesting and Reviewing Files Chrome Extension Training
Managing Connected Folders Other Integrations

We're also always updating our Help Centre so if you have a question that hasn't been covered or want to request a webinar please don't hesitate to contact our team.