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Simplify

email management

Send out emails

in a couple of clicks

Automated email creation

Create templates for standard emails (including any attachments) so you can send out onboarding packages, follow-ups and more in a few clicks.

Drag, Drop, Upload

Email management comes easy when you can upload attachments simply by dragging and dropping them to your desired location.

Never lose an

important email

Auto-save your emails

Have client emails automatically file into SuiteFiles as they enter your inbox, ensuring information is accessible across your team – no matter who was the last point of contact.

A powerful Outlook

See all of your documents from within Outlook, preview them, open saved correspondence and search emails!

Browse more time-saving tools

Document management

Store and edit all your documents, emails and tasks in one place. Create document templates, and automatically save documents into SuiteFiles from a number of sources.

PDF tools

Review and customize PDFs in SuiteFiles without juggling several applications. Annotate areas of interest, simply jot something down, or merge PDFs files to save time compiling your PDFs.

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Client portal

Send files out to be reviewed and collaborate with clients on their documents in real-time. Request any file you need and they’ll be uploaded directly in to your chosen SuiteFiles location.

Digital signing

Prepare documents for signing, send them directly to signatories, and be notified when they’re completed. Simplify the signing process with notes for more context and checkboxes to draw attention to important sections of your document.

Secure storage

Manage all of your permissions to grant access to certain folders and features and easily restore past versions of documents with our backups. All of your data is stored in the Microsoft Data Center closest to you, providing enterprise grade security.

Task management

Send tasks to colleagues for an easy follow-up process. Request changes to a document, an upload, or a simple task, then instant message within SuiteFiles. Have your colleagues click complete when done!

Integrations

Use all the tools you love with SuiteFiles. Our integrations make processes even simpler by linking everything back to your document management system. We integrate with Microsoft 365, XPM, WorkflowMax and more.

Book in for a

one-on-one demonstration

with our team.

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