SquareWorks Automate
SquareWorks HomeSupportRelease Notes
  • Automate Documentation
  • Automate Features
    • Accounts Payable Dashboard
    • Advanced Vendor Onboarding
    • Invoice AI
    • Approval Automation
    • Real-Time 3-Way Match
    • Advanced Document Management
    • Advanced Check Printing
    • Payment Automation
    • Expense Accrual Automation
    • Vendor Request
    • Journal Reversal
  • Automate Configuration
    • Setting Up SquareWorks Automate
      • Automate Overview & Prerequisites
      • Install & Link Automate SuiteApp
      • Verify Password Policy & Setup
    • Advanced Vendor Onboarding
      • Installing and Updating the Bundle
      • Configuring Key Settings
      • Roles, Permissions, and Queues
      • Setting Up Onboarding Forms
      • Automation and Follow Ups
    • Advanced Document Management
      • Introduction and Initial Installation
      • Legacy and Standard Settings
      • Working with NetSuite File Cabinet and AWS S3 Storage
    • Accrual Automation
      • Enabling Accrual Automation
      • General Ledger Segmentation
      • Managing Included And Excluded Accounts
      • Bill Custom Date Field
      • Understanding Accrual Types
    • Invoice AI
      • Enabling Invoice AI
      • Advanced Invoice AI Settings
      • Configuring Tax and Freight Capture
      • Configuring Vendor Override Settings
      • Accessing Invoice AI Directions
      • Creating and Scoping New Directions
      • Whole-Invoice Directions: Translation & Page-Range Control
      • Custom Field Extraction with Directions
      • Accessing Invoice AI Rules
      • Creating a New Invoice AI Rule
    • Approval Automation
    • Real-Time 3-Way Match
      • Installing the 3-Way Match Bundle
      • Understanding 3-Way Match Settings
      • Enabling 3-Way Match and Defining Thresholds
      • Managing Variances, Payment Holds, and Overrides
      • Override Settings
    • Advanced Check Printing
    • Payment Automation
      • Implementation Check List
      • Verify Business Entities
    • Vendor Request
    • Journal Reversal
    • Impact of Subscription Cancellation
    • Configure Inbound Invoice Routing
  • Automate FAQs
    • Check Printing and Configuration
      • How can I reprint a check run?
      • How can I change a check number?
      • How can I add another bank account number from an existing bank to print checks?
      • Where does the address come from that’s printed on a check and how can it be changed?
    • ACH Setup and Timing
      • How do you connect to my bank to initiate ACH transactions?
      • Do I have to use a specific bank with Payment Automation?
      • How long does it take for ACH payments to reach a payee?
      • Why is my ACH payment not available for release?
    • ACH Troubleshooting and Reversals
      • What should I do if a payment fails?
      • How can I cancel a pending ACH payment?
      • How can I request an ACH reversal after the payment has processed?
      • Will the balance automatically transfer back to my account after an ACH payment is canceled?
    • Automate Email Handling
      • Why are emails not arriving at my vendor's inbox?
    • Invoice AI Setup and Configuration
      • How do I see the Automate Portlet on my home dashboard?
      • How do I get notified if someone sends in a non-supported attachment to the capture addess?
  • Automate Support
  • Upgrade Process
  • Release Notes
    • Automate 2025.1
    • Automate 2024.2
    • Automate 2024.1
    • Automate 2023.2
    • Automate 2023.1
    • Automate 2022.2
    • Legacy Editions
  • ⚠️Automate Platform Alerts
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  • Abstract
  • NetSuite File Cabinet Section
  • AWS S3 File Storage Section
  • SquareWorks File Storage

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  1. Automate Configuration
  2. Advanced Document Management

Working with NetSuite File Cabinet and AWS S3 Storage

PreviousLegacy and Standard SettingsNextAccrual Automation

Last updated 10 days ago

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Abstract

Administrators working with Advanced Document Management must understand the distinctions between different storage options available in their environment. The platform supports file management through the NetSuite File Cabinet by default, with additional options for integrating AWS S3 for high-capacity use cases. Although legacy support exists for SquareWorks File Storage, it is deprecated and not offered to new customers.

These configuration settings are mostly pre-set, but understanding their purpose helps with compliance, support communication, and rare customer-specific overrides. For example, a client managing extensive product documentation may opt for AWS to accommodate their storage demands.

This article outlines the storage configuration sections available on the AAB Settings page in SquareWorks Automate. It covers how the NetSuite File Cabinet, AWS S3 File Storage, and SquareWorks File Storage (Advanced Edition) are displayed and managed and clarifies which settings are relevant for current users.

NetSuite File Cabinet Section

The NetSuite File Cabinet is the default storage location used by Advanced Attachments. In nearly all cases, these settings require no changes, but administrators should still understand what each field represents and how they might be used in exceptional cases.

Follow these steps to review the File Cabinet configuration:

  1. On the AAB Settings page, we have the NetSuite File Cabinet section. There’s really nothing you need to change in this section:

  2. In this section, we have the ADVANCED ATTACHMENTS FOLDER ID, which is auto-generated during installation:

    It refers to the internal ID of the folder used by Advanced Attachments. If a customer wants to change this for some reason, they should contact their account manager first.

  3. Next, we have the FILE CABINET FOLDER PATH:

    It works like a file path on your computer, but it’s specific to your NetSuite configuration. If needed, you can update it to reflect a different file path that fits your NetSuite setup.

AWS S3 File Storage Section

The AWS S3 File Storage (Standard Edition) section offers an alternative to native NetSuite file storage for clients who require significantly more capacity. This section is the exception, not the rule, and most customers use native NetSuite file storage, but integration with AWS is supported if a client prefers that instead.

Follow these steps to review the AWS S3 File Storage configuration:

  1. The main difference is storage capacity. AWS allows for significantly more storage, and expanding NetSuite storage is much more expensive compared to an AWS account:

  2. Usually, an AWS administrator or whoever manages the customer’s AWS account can follow those instructions and enter the necessary information here. This is very rare, and very few customers require that level of storage.

SquareWorks File Storage

The SquareWorks File Storage (Advanced Edition) section is no longer relevant for most users. This service is no longer offered, and the fields in this section are disabled for anyone not already using it.

Follow these notes to understand how this section applies:

  1. This section is only visible on the AAB Settings page, but it can be skipped as the service is no longer available to new users. The fields are disabled for all non-legacy customers, and you won’t be able to interact with them:

  2. The section remains only because a small number of legacy customers are still using it. For those customers, it’s difficult to remove or transition away from the setup, so they continue to retain access. This service is officially discontinued and cannot be activated by anyone new.

This concludes the overview of working with NetSuite File Cabinet, AWS S3 Storage, and SquareWorks File Storage in NetSuite.

Most customers don’t need that much space as NetSuite still offers around 100 GB, which is usually plenty. If a client is storing a large number of documents or very large files, they might choose to use AWS. In that case, they would manage it themselves. GitBook includes a subsection with .

AWS setup instructions