Manage emails

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

Automated email creationDrag, drop, uploadAuto save your emailsPowerful Outlook email management

Email management

How it works

1. Install the SuiteFiles Outlook add-in

This connects your Outlook to SuiteFiles.

2. Toggle sidebar and login

Do this in Outlook to complete the connection.

3. Set up Save on Send

Enabling this means your emails will auto-save into SuiteFiles.

4. Create templates

Set up templates for standard emails, including attachments.

5. Attach files straight from SuiteFiles

Use the sidebar to drag and drop attachments.

FAQs

Have other questions?

Get in touch

No. SuiteFiles’ Outlook add‑in supports “Save on Send” and auto-save rules. Once configured, emails (including attachments) are automatically filed to designated folders.

Yes – attachments from saved emails are automatically included. You can also drag attachments directly into SuiteFiles folders from Outlook.

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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Customer story

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

Read full customer story
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