Create templates for standard emails, drag and drop files from SuiteFiles, and auto-save your emails
Automated email creation
Create templates with attachments, so you can send onboarding packages, follow-ups, and more in just a few clicks.
Drag, drop, upload
Upload attachments by dragging and dropping them directly into emails.
Auto save your emails
Sync client emails SuiteFiles as they enter your inbox, so information is easy to find across your team.
Powerful Outlook email management
See documents from within Outlook, preview them, open saved threads, and search within emails
Email management
How it works
Do I need to manually save emails each time I send?
No. SuiteFiles’ Outlook add‑in supports “Save on Send” and auto-save rules. Once configured, emails (including attachments) are automatically filed to designated folders.
Do attachments from emails save into SuiteFiles?
Yes – attachments from saved emails are automatically included. You can also drag attachments directly into SuiteFiles folders from Outlook.
How do I find my saved emails?
Saved emails appear in SuiteFiles and are searchable via the full-text search. You can also browse by folder or filter to show only emails.
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Streamlined communication and document control: how North Advisory brought email filing, real-time collaboration, and version clarity together.
Problem
North Advisory struggled with decentralized document storage, version confusion, inefficient sharing – and a flood of unorganized client emails clogging inboxes and workflows.
Outcome
North Advisory reclaimed hundreds of admin hours annually, eliminated misplaced emails, improved version control, and achieved a unified, scalable system.
Quote: “SuiteFiles advanced search makes it incredibly easy to search the entire database for a specific document, and storing emails and attachments is incredibly easy using the Outlook extension.” – Marius Fourie, Director and Business Advisor at North Advisory
Solution
SuiteFiles introduced automatic folder templates, real-time document syncing, and deep integrations with Karbon and Xero – centralizing files in one intuitive interface. The Outlook extension meant every client email and attachment was auto-saved into the correct folder as it arrived, ensuring nothing slipped through the cracks.
Beyond file and email capture, SuiteFiles replaced third-party signing tools and PDFs, all while leveraging SharePoint’s secure backend. Guided onboarding and smart search empowered the team to locate any document or email instantly – without extra apps.
“SuiteFiles saves us over 80% on our document management costs, and hundreds of hours in administration time.”
Marius Fourie
Director at North Advisory
Ready to streamline your client collaboration?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.