Users may still be manually navigating to the “Communications” tab within NetSuite records and uploading documents individually. This can be very time consuming and requires a lot of steps which includes going to Communication tab and manually selecting a file one by one
If this process sounds familiar, then the File Drag and Drop feature could be precisely what can be very beneficial to users assigned with this task. This feature enables you to effortlessly drag and drop single or multiple files directly from the file directory into the designated file cabinet or onto a specific folder.
Consider the significant time-saving advantages offered by this user-friendly bundle. You can quickly install it and streamline the document management process. For example, Administrators of retail companies may find this bundle helpful when attaching sales-related documents. These can include marketing materials, sales contracts, and product brochures which can be a lot if uploaded individually.
After successfully installing and configuring, users should now be able to see the File Drag and Drop field in the transaction record:
Users can now drag and drop file/s directly to this field