Want to streamline your document creation workflows?
If the answer is yes and you’re not yet taking advantage of SuiteFiles’ file templates, this Customer Corner webinar is for you.
We cover how to create a simple Word document and transform it into a SuiteFiles file template, ready to populate with your client and contact details stored in your integrated app – for example, Xero Practice Manager and Karbon.
You’ll also learn:
- Best practice for storing your contacts’ data
- How to use Custom Fields for information not stored in one of our integrated apps
- How to edit your existing file templates
