Cloud Based Document Management
Spend too much time searching through emails, the cloud, or even *shudder* filing cabinets?
Finally, a world where you’ve got everything from engagement letters to contracts organized in one place, on the cloud.
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Improve workflows with templates
Cloud based document management automation
Set templates for standard documents, which populate with data from our integrations with Xero, Karbon, QuickBooks Online and more. Never manually type an engagement letter again!
Manage document templates
Organize your templates by categories such as letters, onboarding, and more for easy navigation. Upload pre-existing templates into SuiteFiles to get busy straight away!
One place to manage documents
Share, edit & collaborate with cloud based document management
Share folders and files with cloud based document management without making copies and co-edit alongside colleagues on Word documents, Excel spreadsheets, or PowerPoint slides all at the same time.
Never lose work
Our cloud based document management system will auto-save your edits with the option to review version history and restore past copies as you like. Access documents offline and have them sync to the source.
Full text search without the fuss
Filter search results
Narrow down search results by file type including Word, Excel, PDF and more! Get even more granular with client and financial year filters.
Preview documents
See date last modified along with the most recent editor and pull up file thumbnails to get a snapshot of your search results. From there, access full size previews and version history or create a permanent link that will always work even if the document is renamed or moved.
