SkyDoc by Tvarana seamlessly integrates into the NetSuite platform, allowing storage of critical content in one place for easy sharing, collaboration and access files relevant a 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 stored in NetSuite, as well as any size restrictions. This very functionality of SkyDoc allows users to send messages through NetSuite’s native email functionality while eliminating any size restrictions. Let’s take a closer look at how we can leverage this feature of SkyDoc to send emails with file attachments.

(Read more about SkyDoc here. You can also view our SkyDoc informational video here.)

There are two ways that users can send emails through SkyDoc:

1. By clicking on “Email File” button in the AWS S3 record-
  • Click on Email File button
  • Enter details like subject, recipient email, message, and if an email template is to be used, check the Enable Email Template checkbox to use any of the provided scripted templates
  • Click on the Send Email button to send a mail to the recipient

 

SkyDoc email

 

  • The recipient clicks on the link in their email to download the file

 

SkyDoc email

 

Note: How to get to the AWS S3 file record

You can find the AWS S3 record by clicking on the document inside of SkyDoc as shown below:

 

 

2. Clicking on “Email” button in the “Communication” subtab of the transaction/entity record:
  • Click on the Email button in the Communication subtab
  • Enter details like recipient, subject and message
  • You can only select from files that are attached to the particular transaction/entity you you messaging from
  • Attach files in SkyDoc Files subtab
  • Click on Merge & Send
  • Email is sent to the recipient

 

SkyDoc email

 

  • The recipient clicks on the link in their email to download the file

 

SkyDoc email

 

SkyDoc enhances Netsuite’s storage capabilities by integrating seamlessly with Amazon S3. Scalable, cost-effective and secure, SkyDoc is THE complete storage solution for NetSuite users.

Interested in learning about other hidden features of SkyDoc? Stay tuned for more in this series! You can also schedule a demo for a walkthrough of our product here.