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WorkflowMax x SuiteFiles is your projects integrated with your documents for cloud-based project management. Creating a client in WorkflowMax gives the option of auto-creating a SuiteFiles folder for that client complete with a sub-folder structure. Uploading documents against an existing client folder in either system will auto-magically sync across both.
Documents you set up in SuiteFiles can be populated with client data from WorkflowMax and be ready to sign in a few clicks! Control the signing process by adding notes or checkboxes to confirm understanding and set expiration dates to promptly receive signatures. Sit back knowing you’ll get a notification when your document has been signed or actively trace signatories’ actions throughout the signing process.
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No need to copy and paste! With SuiteFiles, you can create templates for common documents and emails (e.g. engagement letters). Make them instantly available to your colleagues and pre-populate them with client names, addresses etc. pulled from WorkflowMax.
SuiteFiles is the missing link between WorkflowMax and Office. Access any Microsoft Office file – like Word, Excel, PowerPoint – and edit them live online. Easily auto-save your emails, access SuiteFiles documents from within Outlook, plus upload and download attachments. .
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