This NetSuite document management solution will not only save you from being penalized for using extra storage over NetSuite's 10 GB, but it also lets you work on documents collaboratively with your customers, vendors, and teammates!
Document Collaboration can be put on top of any record within your NetSuite instance.
Document Collaboration includes all the basic file management features of NetSuite's file cabinet. Upload documents, and view document details such as the file type or category, and view or download documents normally.
Plus, this solution goes beyond the capabilities of NetSuite File Cabinet with the ability to preview documents without leaving the NetSuite record page!
If there is an error on a file, you can check out the file, ensuring that nobody else will upload another version while you are making the correction, essentially locking this file until you are done with your changes and check it back in. When you check a file back in, it will automatically create a new version of the document.
Use native NetSuite workflows to send documents for approval!
Document Collaboration has a portal that allows clients to review and approve or reject documents without accessing NetSuite. Clients can quickly approve or reject documents, leave comments, or upload a document, which will automatically be attached to the record! Only people with the proper permissions will be able to see a document or otherwise interact with NetSuite document management.
Document Collaboration for NetSuite is powered by AWS (Amazon Web Services). This means that documents do not count against your 10 GB NetSuite file storage limit! This allows you to avoid additional storage fees, while also achieving even greater NetSuite document management capabilities!
Type
Extension
Category
NetSuite Document Management
Customizable?
Yes
No
