Once the setup for Connecting SuiteFiles to WorkGuru is complete, files uploaded to WorkGuru will be automatically uploaded to SuiteFiles. Uploaded files will follow the path hierarchy:

  • Root Folder
    •  Clients
      • [ClientName]
        • Project
          • [DocumentNumber]
            • Files
        • Quotes
        • Stock Sales
        •  etc
    • Suppliers
      • [SupplierName]
        • Purchase Orders
          • [DocumentNumber]
            • Files
    • Production Jobs
      • [DocumentNumber]
        • Files

When a file is uploaded against a client, supplier or document within WorkGuru, that file will then be queued to upload to SuiteFiles in the background. If a document hasn't yet had a corresponding folder created for it in SuiteFiles, the standard file upload will appear against it within WorkGuru:

Once the queued job to upload the file to SuiteFiles has been completed and the source document within WorkGuru has been linked to a folder within SuiteFiles, a button will appear in the standard file upload tab to be able to view the contents of that folder in SuiteFiles via a modal popup. This modal will allow you to open the file in SuiteFiles for editing (if supported) and allow you to download the file from SuiteFiles:

Please note special characters are treated differently in each platform and may be removed or replaced when uploading to SuiteFiles. To keep file and folder names consistent, we recommend keeping special characters to a minimum.