Advanced Document Management

Attach & preview documents anywhere in NetSuite without limits

No more switching between systems to find the documents you need. Charted Advanced Document Management works natively within NetSuite to keep all your documents organized in one place. Drag-and-drop simplicity keeps you coordinated with one-click. Unlimited storage grows with you.

Document management that eliminates friction

By the numbers

  • Any record
  • Attach files where NetSuite can’t
  • Unlimited
  • Scale using AWS storage without limits
  • 50% lower cost vs. external document systems

Hassle-free document control in three steps

1. Documents live where you work.

Drag files directly onto any NetSuite record, even those that don’t support attachments. Your vendor files, contracts, and receipts land exactly where they belong, without workarounds or extra steps.

2. Split-screen simplicity.

Reference documents alongside transactions without leaving NetSuite. During approvals, supporting documents appear automatically in split-screen view with no downloads. No more switching between applications, no more errors, no more friction.

3. Native security, unlimited scale.

Files stay encrypted within NetSuite’s security framework or scale to AWS when you need more space. And with NetSuite permissions, your team sees only what they should see.

Automation that adapts to your workflow

What’s included

  • Universal record attachment
    Drop files into any NetSuite record, including those that don’t natively support files. This isn’t a workaround; it’s how document management should work. Your supporting documentation lives exactly where your team expects to find it, on any record type, without compromise.

  • Split-screen document preview
    View PDFs and images alongside any transaction without switching tabs or downloading files. Documents automatically appear during approval workflows, keeping critical information visible exactly when your team needs it.

  • Unlimited storage without the upkeep
    Scale beyond NetSuite’s file limits with AWS integration that requires no ongoing maintenance from your IT team. Store as many documents as your business demands while maintaining the same security and access controls you trust in NetSuite.

Customer success story

Wellframe, Inc. needed approval workflows that could scale without forcing them to buy expensive NetSuite licenses for every stakeholder.

“The fact that we’re able to have them communicate within NetSuite through these email approvals regardless of if they have access to NetSuite – and still be able to have visibility into NetSuite – has been huge.”
—Ashley Rowe, Finance and Accounting Manager, Wellframe, Inc

Less admin, more ambition across every role

CFO

Cut document storage costs in half while future-proofing your file management. Built by NetSuite experts who understand the needs of scaling businesses, Advanced Document Management grows with you, without adding complexity or recurring integration costs.

Controller

Audit-ready documentation, without the anxiety. Every transaction has its supporting files exactly where auditors expect them, with complete trails that follow NetSuite’s native security.

AP Professional

From the most repetitive tasks to the moments of truth, spend less time managing files and more time building vendor relationships.

CIO

Deploy enterprise-grade document management without the enterprise headache. Built natively in NetSuite with optional AWS scaling, Advanced Document Management requires minimal IT oversight.

NetSuite Admin

Built to stay out of your way—Advanced Document Management leverages NetSuite’s native architecture with zero ongoing maintenance burden.

Frequently Asked Questions

  1. How does Charted Advanced Document Management streamline accounts payable processes?
    Charted streamlines document management by working where your AP team already works—inside NetSuite. Drag-and-drop uploads, split-screen viewing during approvals mean no more switching between systems or hunting for supporting documents.

  2. Why choose document management over NetSuite’s native file storage?
    Charted eliminates limitations of NetSuite’s file storage by offering universal attachment capability and unlimited scaling, continuously working in NetSuite.

  3. What document types work with Charted Advanced Document Management?
    Any file your finance team needs can be managed, including vendor invoices, receipts, and purchase orders.

  4. Do documents automatically link to NetSuite transactions?
    Yes, attach files directly to any NetSuite record through universal attachment capability.

  5. How does version control work in the system?
    Advanced Document Management maintains complete audit trails through NetSuite’s native framework.

  6. Can I organize and search documents effectively?
    Documents organize through NetSuite's record structure and can be enhanced with custom fields for categorization.

  7. How secure is document storage?
    All files are encrypted before storage, and access follows NetSuite permissions automatically.