SkyDoc is Tvarana’s Built-For-Netsuite Document Management System which enables internal and external document sharing and collaboration among users. SkyDoc is packed with a variety of helpful features that provide a seamless user experience!
Some of these features can be found in the Skydoc folder list, and are described in greater detail below:
Enables users to attach notes to a record
Enables users to move or copy files from one record to another
Enables users to attach files that have been uploaded externally or uploaded to a SkyDoc Folder to a NetSuite record
This feature shows images in the SkyDoc Display List
Users can find the file’s version number next to its name. Skydoc automatically does version management.
Transaction Files/Related Record Files:
The “Transaction Files” button enables users to view files attached to a selected entity’s related transactions.
The “Related Record Files” tab on a transaction record enables users to view files attached to any transaction record that is related to the current record.
Enables users to preview a selected file in a split-screen format, as shown below. This can be done by hovering over the file name and then clicking “PREVIEW”
Skydoc supports file check-outs to prevent conflicts that may arise when multiple users try to edit a file concurrently.