Moving guide

Getting started with SuiteFiles

Getting started with SuiteFiles is a simple process, and our team are with you every step of the way to make the transition an easy one. Below are some of the key steps to getting started with SuiteFiles, as well as links to practical information that will help you along the way.

Before you get started with set up

  • Make sure you have Microsoft 365, or an Microsoft 365 trial account (you can request an Microsoft 365 trial here)
  • You can have a demonstration of SuiteFiles at any time from our team, request one here.
  • If you have any questions along the way, you can always contact our team here.

 

Step by step SuiteFiles setup

1

Discovery

You've discovered SuiteFiles and either been in touch with our team, booked yourself a SuiteFiles demo, or began your trial.
2

Trial

Our trial lets you test out SuiteFiles and get familiar with the system. Add your team by sharing your SuiteFiles URL so everyone can get involved.
3

Scoping

At this stage we ensure you've met all the SuiteFiles requirements and book you in for a migration inspection with our team.
4

Migration

Here you will coordinate with our team to finalise access and gather migration requirements. We'll migrate your data on the weekend so your site is live come Monday!
5

Onboarding

Once your data is migrated, we're still here to help. We'll check on you with a phone call, teach you a few essentials, and help you and your team find our training.
6

Sign up!

At the end of your 30 day trial you'll need to hit the 'sign up to SuiteFiles' button within your SuiteFiles site. Enter your credit card details and you're officially a SuiteFiles customer!

What's next?

Trial SuiteFiles for free for 30 days, no commitment, cancel anytime.

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