kyDoc, a storage solution developed by Tvarana for NetSuite customers, is designed to enhance storage capabilities and improve file collaboration. Our newest client on SkyDoc is a worldwide media agency with offices in more than 30 countries. The client uses NetSuite for all billing and back-office operations, with more than 650 users on NetSuite ERP.

The company was searching for a cost-effective, collaborative enterprise solution to meet its growing storage needs. Here’s how SkyDoc helped address their challenges and improved their NetSuite document management experience:

Challenges and Solutions

A. Seamless File Upload and Organization
Users needed a contemporary, seamless solution that would allow drag-and-drop functionality into NetSuite. The native drag-and-drop feature was not satisfactory, and their previous storage system, Egnyte, lacked integration with NetSuite. Additionally, users wanted the ability to drop files into different folders for each subsidiary, which wasn’t possible with the native system.

Our development team stepped in to solve the problem. As part of SkyDoc’s standard package, folders can now be created and access restricted by the user. A folder can also be linked to a subsidiary, so when users drop files onto records (customers, vendors, and transactions) tied to that subsidiary, the files are automatically stored in the associated folder. Thanks to this improvement, the client’s NetSuite file storage has become far more streamlined, and users can even search for saved files within NetSuite using the native global search.

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B. Security and Privacy of Documents
The company required strong document privacy, ensuring files would be unavailable to unauthorized users. SkyDoc enables folder-level and user-level access restrictions. Files dropped into a folder can only be accessed by authorized users, which was a decisive factor in the client’s choice to replace Egnyte with SkyDoc. This robust privacy control enhances the overall NetSuite document management environment.

C. Bulk Drag & Drop of Files
SkyDoc’s bulk upload feature was another game changer, allowing hundreds of files to be uploaded in one go — saving time and increasing user productivity.

D. Old File Migration
A major concern was migrating old files stored in NetSuite. SkyDoc offers a feature that lets users move all existing files into SkyDoc while maintaining their associations with the original records. This ensured a smooth transition without the risk of data loss, further reinforcing SkyDoc’s position as a leading NetSuite file storage solution.

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All these features and many more lent the client confidence to choose SkyDoc as their preferred storage solution. They have some great things to say about the product and the accounting team has been a lot happier because their storage cost has been reduced by more than 80%. How is that for a win!

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.

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