Advanced Document Management for NetSuite

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Easy & Unlimited NetSuite Attachments

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.

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.

Advanced Attachments – PO

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

Preview stored files with a single click. Viewing files has never been easier!

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. 

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

Lowers storage costs by at least 50% in comparison with other comparable solutions

Attach in-line links to files, allowing for easy access and reference to files without the need for manual uploads or attachments

Store files in NetSuite File Cabinet or SquareWorks Amazon Web Services (AWS S3) connector. No need to worry about space limitations. 

See the solution in action

File management designed and built for NetSuite

See how Advanced Document Management compares to other solutions

 

  
 
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

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

AGC Updated

Through the use of SquareWorks Consulting’s Advanced Document Management, AGC Industries was able to make their file management process in NetSuite more efficient while giving them unlimited storage space.

Advanced Document Management has been a huge improvement for our team when it comes to managing files in NetSuite. Our users can easily drag and drop files and organize documents efficiently. Advanced Document Management also eliminated our concern about running out of space.

Anurag Singh, Systems Manager, AGC Industries

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