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Search document contents as well as file names and filter by file type to narrow down results.
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Narrow down search results by file type including Word, Excel, PDF and more.
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See date last modified, last modified by, and file thumbnails within your search results.
Document retrieval
How it works
Do I need to know exact file names to search?
No – you can use full-text search to find documents by file name or content. Filters like client, file type, date, and modifier help refine results. It’s powerful enough to locate files even without exact names.
Can I search for emails?
Yes – SuiteFiles indexes saved emails (as .msg/.eml files), so you can search content within them using the same full-text engine.
Is there a way to save favorites?
Yes – you can “star” favorite files and documents for quick access. These starred items are easily filterable and centrally listed. You can also shortcut to recently used files.
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Efficient document retrieval and secure collaboration: how Flashpoint Accounting gained instant access to files and streamlined workflow with SuiteFiles.
Problem
Flashpoint Accounting faced disjointed processes for capturing, storing, and collaborating on documents – resulting in lost files, slow retrieval, and client frustration.
Outcome
Flashpoint Accounting now retrieves documents instantly, with zero filing errors and significantly reduced admin time.
Solution
SuiteFiles standardized their workflows by automating folder creation and syncing files across the team. With deep integration into Microsoft tools, Karbon, and Xero, staff could manage and locate documents entirely within SuiteFiles. The intelligent search and organized folder structures gave the team near-instant access to client files – eliminating time wasted hunting through emails or shared drives.
Adding built-in digital signing and PDF editing reduced reliance on external apps while maintaining secure SharePoint storage beneath a user-friendly interface – so retrieval and document control stayed fast and reliable.
“SuiteFiles has become the central depository for all our clients’ information—new work, workpapers, and supporting docs are all saved as we go, enabling instant access across multiple monitors without relying on paper or manual searches.”
Luke Canton
Director at Flashpoint Accounting
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