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, item fulfillment) or entity (customers, vendors, partners, or any customer record).

Document Collaboration can be put on top of any record within your NetSuite instance.

Downloadable PDF Datasheet

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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

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!

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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.

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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.

Inquire Now Sending Documents for Approval