How to Install NetSuite File Drag and Drop
To install File Drag and Drop, go to Customization > SuiteBundler > Search & Install Bundles.
Use the following information to search for the SuiteApp:
- Bundle Name: File Drag and Drop
- Bundle ID: 41309
- Location: Production (Account ID 3751218)
File Drag and Drop is a managed SuiteApp and is automatically updated whenever there are changes. These issue fixes and enhancements are available after the SuiteApp is updated in your account.
Review of NetSuite File Drag and Drop
This bundle is really simple but it adds the ability to drag and drop any Netsuite-compatible files to any record, including custom ones.
After installing the bundle you get taken to a short set up wizard which allows you to choose the records you want to enable the drag and drop feature for.
You also have the ability to set the file structure in the NetSuite File Cabinet where the dragged and dropped files will be saved to.
These files are stored within the File Cabinet. Depending on the method you choose you can end up with a clean file structure that is easy to manage going forward or a real mess.
The best practice is to create a specific folder: for things like uploads against customers and projects you have it create a folder for each specific record.