Documents Overview

6 minutes Easy

In this video we take a look at NetSuite’s file cabinet, and the times when you might want to use it to store files. We look at how to attach existing files to a record. We look at how to upload files using the file browser, as well as through file drag and drop, and we cover how to open and view files that are attached to a record.

To access this content, you must purchase Full Access Subscription.

File Cabinet

6 minutes Easy

In this video we take a look at the file cabinet, and how documents are stored in the system. We cover downloading and viewing documents. We take a look at the files meta data in NetSuite including security and history information. We cover folders, and how their structures work, as well as their permissions. We go over how to navigate the file cabinet, and many of the standard folders that are delivered with NetSuite. We demonstrate basic and advanced search features.

To access this content, you must purchase Full Access Subscription.
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