Drag and drop any files into NetSuite: vendor invoices, contracts, expense receipts or any other files you need, regardless of edit permissions. Forget about space limitations and simplify how your files are managed in NetSuite.
Advanced Document Management
Easy & Unlimited NetSuite Attachments
Trusted by leading organizations including:
Transform Your AP Workflow with Advanced Document Management for NetSuite
Zero-Click Document Upload
Drag-and-drop one or many files to any NetSuite record. No storage limits. No file limits.
Easy Document Preview
Click on a PDF or image file and Advanced Document Management will display a preview of the image. One-click download and pop-up are available as well.
Simplified File Review
View PDFs in a split screen view (on any supported record type), drag files into the body of the form and automatically show the split screen view when a record is pending approval.
Reference Documents on Forms
Reference your attachments anywhere on your NetSuite forms to easily access your documents.
Features & Highlights
Drag-and-drop one or many documents into any NetSuite record, regardless of edit permissions.
Attachments are encrypted before they’re stored in your NetSuite File Cabinet or SquareWorks AWS. Your organization holds the keys, so you can be confident your data is protected.
Lowers storage costs by at least 50% in comparison with other comparable solutions.
Store files in NetSuite File Cabinet or SquareWorks Amazon Web Services (AWS S3) connector. No need to worry about space limitations.
Preview stored files with a single click. Viewing files has never been easier!
Simplified document security. NetSuite users can only see attachments for those records that they have access to.
No need to access external applications, users work within NetSuite.
Attach in-line links to files, allowing for easy access and reference to files without the need for manual uploads or attachments.
File Management Designed and Built for NetSuite
See it in action
See How we Compare to Other Solutions
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SquareWorks Advanced Document |
NetSuite File Cabinet |
Box.com |
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Drag-and-Drop Attachments |
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Available as an Add-On |
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Single-Click File Preview |
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Fully Managed Within NetSuite |
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Sandbox Availability Included |
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Require Attachments on Records |
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Sync Files Locally |
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Mirror NetSuite Permissions for Files |
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SquareWorks Advanced Document
Management
Drag-and-Drop Attachments
Single-Click File Preview
Fully Managed Within NetSuite
Sandbox Availability Included
Require Attachments on Records
Sync Files Locally
Mirror NetSuite Permissions for Files
NetSuite File Cabinet
Drag-and-Drop Attachments
Available as an Add-On
Single-Click File Preview
Fully Managed Within NetSuite
Sandbox Availability Included
Require Attachments on Records
Sync Files Locally
Mirror NetSuite Permissions for Files
Box.com
Drag-and-Drop Attachments
Single-Click File Preview
Fully Managed Within NetSuite
Sandbox Availability Included
Require Attachments on Records
Sync Files Locally
Mirror NetSuite Permissions for Files
Customer Success Story
How did SquareWorks help?
After outgrowing NetSuite’s native storage solution, Superior Environmental Solutions partnered with SquareWorks Consulting to implement the Advanced Attachments solution, achieving key efficiency gains.
Read Full Case StudyThe solution has been so easy for the team to adopt and helps us to make sure we have attachments everywhere. We were able to set up the solution so attachments are always required. This solution has helped our team to make sure people aren’t forgetting to attach documents to records and helps us from having to look for things later.
Lauren Dolby, CPA, MBA
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