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Manage Your Own Cabinet in NetSuite

One of NetSuite‘s key business processes is Document Management System. The tool enables you to add reference documents to any record to simplify your audit trail. This facilitates year-end accounting and helps to organize files.

Nearly every record type in the system supports related attachments. You can also control access to these items via the authentication system.

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc.

There are many advantages to the NetSuite ERP platform, including:

  • Someone automatically attached documents to the record where you need them.

  • A central user interface to manage many content for team collaboration.

  • Supports data entry of unstructured file types including PDF, image files, office, files, etc.

  • Hyperlinks are created in the software with security by NetSuite‘s authentication system.

NetSuite File Cabinet

The “File Cabinet” is used for NetSuite document management and comes with purchase. When logged in as Administrator, you can access the File Cabinet by navigating to Documents > Files > File Cabinet.

In concept, it’s like having a thumb drive in NetSuite with a space of 10 Gigabytes. If you need more space than that, there is a charge of $199/month for every 10 additional Gigabytes of storage. Compared to companies like Google Cloud and Microsoft Azure, this can be a costly add-on.

The File Cabinet helps to organize and store files like contracts, vendor invoices, expense receipts, etc. If you don’t want to pay for the storage in NetSuite, there are other applications you can integrate to optimize workflow.

To access the File Cabinet:

  1. Go to the Documents drop down.

  2. Click Files.

  3. Select File Cabinet.

  4. You can navigate your folder listing here.

  5. With a folder selected, click the Add File button to import a file into that folder.

  6. To create new folders or sub-folders, click the New Folder button.