Legacy and Standard Settings

Abstract

Advanced Document Management (ADM) offers administrators the flexibility to manage their NetSuite attachments through two different methods: Legacy and Standard. Administrators need to configure these settings to optimize document handling, ensuring the correct attachment storage and accessibility for their organization’s workflow. A typical use case might be a finance team needing to store vendor invoices securely and in a standardized way, reducing misplacement and improving audit readiness.

This article explains how to access and configure ADM’s Legacy and Standard settings options.

Advanced Document Management Options

This section introduces the two available ADM options — Settings (Legacy) and Settings — while clarifying that most new customers will implement the standard approach.

1. First, go to the Setup menu and hover over Advanced Attachments while logged in as an Administrator:

   

   Note: Confirm that your current NetSuite role requires administrator permission to modify these settings.

2. Once you reach the Advanced Attachments, note that there are two options for managing attachments: the standard Settings and Settings (Legacy). To enable or configure either method, click the corresponding option:

   

Note: Legacy Settings are largely maintained for a small group of existing customers, and new customers are not included in this solution. While it remains supported, the long-term plan is to transition all customers off legacy.

This concludes the overview of the standard Settings and Settings (Legacy) options.