NetSuite App
NetSuite Document Collaboration
A Document Management System (DMS) for NetSuite ERP
Avoid being penalized for using extra storage over NetSuite's 10 GB limit, and collaborate with your customers, vendors, and teammates on documents needing approval! 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!
NetSuite Document Management Solution
NetSuite Document Collaboration is much more than document storage or simple document management for NetSuite. It's a collaboration platform. Leverage the intuitive, modern interface to drag and drop, manage, and share document versions. This is available to any record within NetSuite, whether it is a transaction (sales orders, invoices, quotes, or item fulfillment) or entity (customers, vendors, partners, or any customer record).
Document Collaboration can be applied to any record within your NetSuite instance.
NetSuite Solution Features
- Document storage, sharing, and versioning
- Drag-and-drop documents for upload
- Bulk-upload capabilities
- Check out documents for editing
- View & download documents
- Powered by AWS (Amazon Web Services)
- Folders and categories for document organization
- Document collaboration portal
- Mobile capabilities make portal viewable on any device
- DocuSign integration
Business Use Cases
- Easy NetSuite document management
- Avoid being charged for going over NetSuite's 10 GB of file storage
- Collaborate with vendors on terms agreements
- Collaborate with customers on contracts
- Collaborate with your internal team on marketing materials
- Send documents internally or to your customers or vendors for approval
- E-sign documents quickly with the DocuSign integration
NetSuite Document Management
NetSuite File Drag and Drop
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!
Checking Out NetSuite Documents
NetSuite Document Management System
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.
File Approval Workflows
NetSuite Document Management Partners
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.
Limited by NetSuite File Cabinet?
Bypass NetSuite File Cabinet Storage Limits!
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!
FAQs
Document Collaboration includes many traditional file management capabilities while adding collaboration features such as document checkout, version control, approval workflows, external portals, and document previews. It also stores documents outside the NetSuite File Cabinet so they do not count toward the NetSuite file storage limit described on this page.
Yes. The solution supports drag-and-drop document uploads, making it easier for users to add files to the appropriate NetSuite record without navigating through a separate file management process.
Yes. NetSuite Document Collaboration supports bulk uploads, helping users add multiple documents more efficiently.
Yes. Users can check documents out for editing and check them back in when changes are complete. Checking a document back in automatically creates a new version, helping teams maintain a clear history of document changes.
Yes. The solution includes DocuSign integration, allowing businesses to incorporate electronic signatures into document management and approval workflows.
What’s next
Make your day-to-day work easier and get back to what matters most with this NetSuite app to streamline your workflow and simplify daily tasks. Reach out below and let’s get you rolling.
Need something a little different?
If you’re not seeing the exact fit you need, no worries—we also build affordable custom solutions to fit your business, your workflows, and the way your team actually works.
Reach out and let’s build a solution that fits like it ought to.
