Reference your existing SuiteFiles document library from AccountKit registers.
What the integration does
Use your existing document library. Connect the documents already in SuiteFiles to the applicable records in AccountKit.
Connect the supporting record. Use the SuiteFiles connection when bringing client documents into your AccountKit document-management workflow.
Make SuiteFiles part of the client workflow
Start with a client whose documents your team knows well. Connect the document location, check the team’s access and confirm how those files support the work in AccountKit.
Connect SuiteFiles
Check the client’s document location
Use the files with the client work
What it doesn’t do
Your files remain in the connected document platform. Available actions depend on your SuiteFiles setup and AccountKit plan; check the permissions and document features your team needs before rollout.
Do we have to move our SuiteFiles library?
The published integration is designed to reference the existing document library from AccountKit’s registers. Confirm your library mapping during setup.