Configuring Advanced Attachment Settings

Abstract

NetSuite’s Advanced Attachment functionality helps organizations centralize and secure how documents are attached to records across departments. This is particularly useful when files like invoices, contracts, or receipts need to be restricted by role or clearly osrganized in one location. For example, an accounting team managing vendor records can use this feature to store payment confirmations under a dedicated Files tab that only financial users can access.

This article outlines the steps required to configure Advanced Attachment Settings in NetSuite. It covers enabling the core feature, activating it across all or selected record types, customizing tab labels, and setting role-based access to control visibility.

Enable Advanced Attachment Settings

Enabling Advanced Attachment Settings activates document management features that allow attachments to be added across record types, organized under a custom tab, and restricted by role. This step is required before any Advanced Document Management capabilities can be used.

Follow these steps to enable Advanced Attachment functionality:

1. Once the Advanced Attachment bundle is installed, the next step is to enable it. To access the configuration page, go to the Setup menu, hover over Advanced Attachments, and select the Settings tab:

   

1. Once the settings page opens, click the Edit button to switch to edit mode:

   

2. Under the Advanced Attachment Settings section, check the ENABLED box to turn on this functionality:

   

   When this box is unchecked, the feature is completely disabled, and no Advanced Attachment options will function.

1. To apply this functionality to all common NetSuite records, check the ALL RECORD TYPES ENABLED box:

   

1. When you click on the ALL RECORD TYPES ENABLED, a Field Help screen will appear showing a list of record types this setting applies to:

   

   

   These are the standard record types that will support Advanced Document Management. Note: If customers enable this field but have not purchased all record types as part of their licensing, they will receive an error message when attempting to use unsupported record types. If a customer has purchased only a subset of record types, it is recommended that they leave this checkbox unchecked and instead individually specify which record types should be enabled.

1. In the FILE TAB NAME field, enter a name for the tab where attachments will appear, for example, Files:

   

1. In the Audience section, define which roles should have access to this feature by selecting them from the ROLES dropdown. For instance, choose A/P Clerk or Accountant from the dropdown to restrict usage:

   

2. If no roles are selected, anyone with access to the record will also have access to the Advanced Attachment tab unless further restricted in the New AAB Record Type Settings section. Click the Save button to apply the changes:

   

This concludes the process of Configuring Advanced Attachment Settings in NetSuite.