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.
By the numbers
Document management that eliminates friction
Any record
Attach files where NetSuite can’t
Unlimited
Scale using AWS storage without limits
50%
lower cost vs. external document systems
How it works
Hassle-free document control in three steps
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.
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.
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.
What’s included
Automation that adapts to your workflow
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. Document views, designed for your day-to-day.
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
For your team
Less admin, more ambition across every role
Move from busy work to big picture—Advanced Document Management frees your team from document chaos so they can focus on what matters.
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.
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. No more hunting across systems during month-end close.
From the most repetitive tasks to the moments of truth, spend less time managing files and more time building vendor relationships. Split-screen viewing and universal attachments mean documents are always where you need them, when you need them.
Deploy enterprise-grade document management without the enterprise headache. Built natively in NetSuite with optional AWS scaling, Advanced Document Management requires minimal IT oversight while delivering unlimited growth capacity.
Built to stay out of your way—Advanced Document Management leverages NetSuite’s native architecture with zero ongoing maintenance burden. No integrations to manage, no external systems to monitor. Just document management that works like NetSuite should.
Frequently asked questions
Charted streamlines document management by working where your AP team already works—inside NetSuite. Drag-and-drop uploads, split-screen viewing during approvals, and universal attachment capability mean no more switching between systems or hunting for supporting documents. Your invoices, receipts, and contracts stay organized exactly where your workflow expects them.
NetSuite’s file storage hits walls your business shouldn’t. Record types that don’t support attachments, storage limits that constrain growth, and manual processes that create friction. Charted eliminates these limitations with universal attachment capability and unlimited scaling, all while working continuously in NetSuite.
Any file your finance team needs can be managed with Advanced Document Management: vendor invoices, receipts, purchase orders, contracts, compliance documentation, expense reports. The system handles all common formats with special preview capabilities for PDFs and images, scaling to unlimited storage as your document volume grows.
Yes, attach files directly to vendor bills, purchase orders, or any NetSuite record through universal attachment capability. Even record types that don’t natively support files can store supporting documentation exactly where your team expects to find it, without workarounds.
Advanced Document Management maintains complete audit trails through NetSuite’s native framework rather than complex versioning systems. All document activities are tracked within NetSuite’s standard audit capabilities, ensuring compliance without adding administrative overhead.
Documents organize naturally through NetSuite’s record structure and can be enhanced with custom fields for categorization. The system leverages NetSuite’s built-in search capabilities, so finding documents works exactly like finding any other NetSuite data, without needing to learn a new system.
Enterprise-grade security that mirrors NetSuite’s approach. All files are encrypted before storage, and access follows NetSuite permissions automatically. Users see only what they should see. Whether stored in NetSuite File Cabinet or AWS, your documents maintain the same security standards as your financial data.