2: How to work with your files

SuiteFiles is designed to make it easy for you to work with your files. Here we'll go through the common functions you'll be able to perform in SuiteFiles.


Creating files:

Before you can start working on files, you may like to create a new one. To do this simply:

  • Navigate to the folder location where you want to save the file,
  • Click the blue 'Create' button on the right-hand side of the browser,
  • To create a file from a template, click 'File from template',
  • To create a brand new file, select a file type,
  • Give it a file name and click the 'Create document' button.
  • The new file will be created in the folder and opened in either the browser or desktop app (depending on your User Profile Settings).

Step-by-step instructions


Uploading files:

Upload a file from your computer by either:

  • Dragging and dropping the file from the local folder on your desktop into SuiteFiles through the web app.

The file will be stored in the folder currently open in SuiteFiles. You can also drag/drop folders and multiple files at once into SuiteFiles.

Step-by-step instructions


Editing files:

There are two ways you can edit Office Documents in SuiteFiles - Using Office Online (in the browser) or the Desktop Office apps. 

Editing files in the web browser:

Editing your documents through the browser is a quick and easy option. The Office Web Apps offer you a light-weight version of the Office programs - Word, Excel, PowerPoint.

To edit a document through the web app:

  • Click on the document title to open it
  • Click on 'Edit in the Browser'
  • Start editing. Changes are automatically saved as you work.

Editing files through desktop Office:

If you want the full functionality of the Office programs (like macros in Excel), or you simply prefer working from your desktop, then you can edit documents through the relevant program and still save changes back to SuiteFiles.

To edit documents through the desktop Office programs:

  • Click on the document title to open it
  • Click on 'Edit in Office' 
  • The file should open in the relevant Office program. Make your edits and then click 'Save' to save changes back to SuiteFiles.

Saving files:

Here are the different ways that you can save new files and changes into SuiteFiles.

Saving a brand new file

You can either create a new file in SuiteFiles or save a file from your desktop. If you want to save a new file you created on your desktop, you can either save it to the SuiteFiles Drive folder in Windows Explorer (see SuiteFiles add-ons for more info), or save it to your desktop and drag/drop it into SuiteFiles Web.

Saving changes made to a file

If you choose to edit a file in the web browser, changes will save automatically. There is a 'Save and close' button if you wish to use it, but otherwise, all changes will save automatically. 

If you edit a file by clicking 'Open in Office', the file will open in the relevent Office desktop program. From there, click 'Save' to save your changes back to SuiteFiles.

Step-by-step instructions


Moving files:

You may need to do some re-organising and move a file to a different folder. There are two ways to move a file, either:

  • Click the three dots next to the file name
  • Select either Move or Copy from the menu that appears
  • In the pop-up window, navigate to the folder where you want to move the file to
  • Once in the correct folder, click either the COPY or MOVE button

OR

  • Tick the checkbox on the left of the file name (you can choose to move/copy multiple items)
  • Click MOVE/COPY from the menu 
  • In the pop-up window, navigate to the folder where you want to move the file to
  • Once in the correct folder, click either the COPY or MOVE button

To move multiple files, simply tick the boxes on the left-hand side of each file name. Select MOVE/COPY from the pop-up menu and choose a new folder location. 

To move a folder, navigate to the folder that you want to move and click on the three dots next to the folder name. Select 'Move folder to' and use the pop-up window to choose the folder you wish to move the folder to.

Step-by-step instructions


Favouriting files:

If you have files or folders that you use frequently, you can favourite them, which will make them all appear in one convenient location. 

  • To favourite a file - Click on the small grey star at the far right of the file name
  • To favourite a folder - Click on the grey star next to the folder name 

To view your favourite files and folders, navigate to the 'Favourites' tab.

To remove a file or folder from Favourites, simply click the star next to the file or folder to turn it from yellow to grey. This item will no longer appear under your Favourites.

Step-by-step instructions

Next - 3: Working with your team in SuiteFiles

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