Attaching supporting documents from SuiteFiles

Setup the SuiteFiles integration

• If the SuiteFiles Sharepoint site has been named tosomething other than "SuiteFiles", enter name (IMPORTANT - this is NOT the URL) of the SutieFiles Sharepoint site into Setup sheet > Supporting Docs Settings > Sharepoint site name field
  • The name of the site is the name as listed in your sharepoint sites list - e.g. in the image below the site names are Suitefiles Trial, comsite, test1 and test
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• (Optional) enter name of the SuiteFiles Sharepoint document library into Setup sheet > Supporting Docs Settings > SP documents folder name field
  • The name of the document library is required where you are not using the default document library. The name of the document library is the name as listed under your selected SuiteFiles Sharepoint site. A document library is identified by the "library" icon next to its name - e.g. in the image below, the document libraries are Documents and Documents2. The library icon is highlighted next to the Documents title.
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Use the SuiteFiles integration

Select the SuiteFiles option from the Attach Files dialog box to attach files directly from SuiteFiles using the MS Graph API

Search for a file or folder by entering a search term into the field provided. The search is conducted within the current folder.