Proposal Summary This proposal outlines the designing and implementation of an efficient solution for organizing and managing file attachments within the NetSuite system. This proposal ensures proper file association with relevant records such as Customer, Vendor, Item and Expense Report enhancing operational efficiency. This proposal reflects our discussions, expectations, and understanding based on communications. Any additional… Continue reading Proposal for Exporting Files from NetSuite
Tag: file categorization
Moving Files in the File Cabinet
Moving files lets you transfer specific files to different folders in your File Cabinet. To move a file: Click the Documents tab. Go to the folder that contains the file you want to move. Click Move Files. Check the box next to the file you want to move. You can move more than one file at a time.… Continue reading Moving Files in the File Cabinet