It’s the update you’ve all been waiting for – we are launching SuiteFiles new search engine! We know that reliable search is one of the pillars of good document management, and we’re excited to be getting ready to release these changes to all of our SuiteFiles customers.
SuiteFiles has integrated with Xero since November 2013 to provide accountants with a truly fit for purpose file management option. Since then, we’ve added new features and functionality that has made SuiteFiles a popular Xero add-on and go-to companion app for businesses implementing Xero Practice Manager or WorkflowMax at the same time.
Using templates in your business is a great way to save time, reduce errors, and ensure consistency. SuiteFiles allows you to create templates out of files, emails and folders. By storing them in SuiteFiles, you can make all of your templates easily accessible to your wider team. In our latest update to the SuiteFiles system, we introduced template categories to make managing your templates even easier.