Online Training

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Want to know more about SuiteFiles? Then sign up for one of our free webinars.

Basic Training for Standard Users

This training session is perfect for anyone new to SuiteFiles. We'll cover system requirements, how to log into SuiteFiles, navigation, search, and file and folder basics. We'll also show you how to get up and running with our Outlook add-in and SuiteFiles Drive apps.


SuiteFiles Training for Administrators

In this training session, we'll show administrators how to manage their subscription and users. Learn how to add and remove users, set user permissions and apply folder permissions.


Advanced Training for Standard users

This training session will go through the scanning, sharing, file templates and email templates functionality within SuiteFiles. Learn how scanned files can be sent straight to SuiteFiles, how to share files and folders with your team, and how to use tasks to manage your file to-do list. We'll also cover how to create and use templates in both Office (e.g. Word) and in Outlook.


SuiteFiles Xero Integration Training

This training session will cover the standard and advanced SuiteFiles and Xero integration. We'll take a look at how to connect to Xero Practice Manager (XPM), how to create a new client, job or quote folder in SuiteFiles when a new client, job or quote has been created in XPM. We'll also cover how to save Workpapers and reports from Xero directly to SuiteFiles.


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