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Integration
Keep job documents organised in SuiteFiles without disconnecting them from the work
Automatically store files uploaded or emailed to WorkGuru inside your SuiteFiles structure, while keeping them accessible from the related client, quote or project.
Overview
Position for document-heavy firms that need WorkGuru operational records connected to a professional cloud document system and external signing.
Project documents are most useful when they stay attached to the commercial and operational context of the job.
This integration gives document-heavy businesses a proper file-management environment without asking staff to manually recreate the project structure in two places.
What connects
What moves between the two systems
How it works
How it works
01
Attach the file where the work lives Upload or email the document into WorkGuru against the relevant operational record
02
WorkGuru files it in SuiteFiles The integration places the file into the configured SuiteFiles structure
03
Access it from either system Users can get to the file through SuiteFiles or from the linked WorkGuru record
What you get
What changes once the two are connected
Automatic filing Files uploaded or emailed to WorkGuru can be copied automatically into SuiteFiles under the root folder you choose.
Open files from the job Access SuiteFiles documents from the relevant WorkGuru client, quote, project or other source record.
Use SuiteFiles tools Open the SuiteFiles version for online editing and use supported SuiteFiles workflows such as external signing.
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Discovered their contract work wasn’t profitable.
We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.
Nick Mazzella, Administrator, Frontline Trays & Trailers
Works with
Connected features
FAQs
SuiteFiles questions
What happens when a file is uploaded to WorkGuru?
Once connected, the file can be automatically uploaded into SuiteFiles under the configured root structure.
Can I access SuiteFiles documents from WorkGuru?
Yes. Files can be accessed from the relevant source record in WorkGuru, such as a client, quote or project.
Do edits in SuiteFiles overwrite the original WorkGuru file?
No. WorkGuru retains the original file; edits made in SuiteFiles affect the SuiteFiles copy.
Keep the documents in SuiteFiles and the job context in WorkGuru.
See how WorkGuru fits your workflow.