SkyDoc Hidden Features: Viewing Related Transaction Files

Are you looking for an efficient tool to manage your documents on NetSuite? NetSuite is a popular platform used by businesses for streamlining and automating their operations, but can be limiting in its document management capabilities. SkyDoc by Tvarana seamlessly integrates into the NetSuite platform, allowing you to store all your critical content in one place, so that you can share, collaborate and access files relevant to your business in an instant, all without having to leave NetSuite. Harnessing the capabilities of Amazon S3 for file storage, SkyDoc eliminates any limit on the number of documents you want to store in NetSuite, as well as any size restrictions.SkyDoc's intuitive design aims to deliver an uncomplicated user experience, with everything you need in one place (you can read our last ‘SkyDoc hidden features' post here). One of the features of SkyDoc that helps make it especially user-friendly is the ability to view transaction files related to either a client record or a transaction. On a client record, users can view all files pertaining to that particular client, such as documents related to a transaction like a sales order or invoice. On a transaction record, files related to any of the transactions on that particular record can be viewed at the click of a button. An example of this is the ability to view files for any given sales order record,  you can view files on the sales order related transactions -  like the opportunity, estimates, invoice, cash sale, etc. This feature gives users a comprehensive view of all documents related to a client or transaction.

Viewing transaction files related to an entity record:

• To access this feature, open the SkyDoc tab on any entity record and click the Transaction files button

• This action pulls up SkyDoc files attached in transactions that are related to that entity, which can be seen in the SkyDoc display list

• The related record link can be seen in the Record Type column

The same process can be followed to view transaction files for a vendor record.

Viewing transaction files for a transaction record:

• Open the SkyDoc tab on any transaction record and click the Related Transaction files button

• This action pulls up SkyDoc files attached in transactions that are related to that transaction record, which can be seen in the SkyDoc display list

• The related record link can be seen in the Record Type column

Need more info on SkyDoc features and how it can help ease your NetSuite storage issues? Set up a demo with a member of our team today.