Managing files in NetSuite can be a challenge, especially when teams need to attach documents not only to records but also to specific items within transactions. The traditional NetSuite File Drag and Drop plugin provides a helpful way to upload files quickly, but it is limited in scope—it focuses on attaching files to individual records rather than to list lines or entries.
That’s where our list-based drag-and-drop plugin comes in. Designed as an addition to the standard NetSuite File Drag and Drop solution, it extends the concept of drag-and-drop file handling directly to lists. This means users can associate documents with specific lots, serial numbers, items or list based records without extra clicks or complicated workarounds.
How It Works
Our plugin enables users to simply drag and drop files onto a line within a list. Instead of uploading everything to the individual record, files are automatically tied to the right list record or transaction line. Whether it’s a warranty document, proof of delivery, or a Material Test Report (MTR), the file lands exactly where it belongs—improving accuracy and saving time.
Because the interface mirrors the familiar drag-and-drop action, adoption is quick and intuitive. Users no longer need to dig through file cabinets within NetSuite or create naming conventions to remember which file belongs to which item. The file is attached in context, right on the line where it’s needed.
Key Use Cases
Lot or Serial Number Attachments
When working with serialized or lot-tracked inventory, documentation often needs to follow each unit. For example, warranty cards, safety sheets, or compliance certificates can be dropped directly on the serial or lot line in the transaction. This ensures critical documents remain linked to the right inventory unit throughout its lifecycle.
Material Test Reports (MTRs)
Manufacturers and distributors frequently need to maintain Material Test Reports for quality assurance and compliance. With list-based drag and drop, MTRs can be attached directly to the line item they represent—making audits, customer requests, and internal reviews significantly more efficient.
List Based Records
Instead of clicking through individual records, list-based drag and drop enables significant efficiency by list entry. This works great for entity based records such as employees, vendors or customers where repeated file management occurs.
Why List-Based Drag and Drop Matters
Saving clicks adds up. Traditional record-level attachments are fine for one time uploads, but they fall short when multiple repeated file uploads are reqiured. By introducing list-based file handling, teams gain:
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- Time Savings: No extra steps to categorize or rename documents.
- Better Compliance: Easy traceability for audits, warranties, and certifications.
- User Adoption: A familiar drag-and-drop workflow that feels natural. No more grumbling!
The Smarter Way to Handle Files in NetSuite
While the standard NetSuite File Drag and Drop plugin covers basic needs, many organizations require a smarter way to manage files. Our list-based drag-and-drop plugin delivers that capability—bringing efficiency, accuracy, and ease of use into your file management.
If you’re ready to streamline file management in NetSuite, explore how our solution can help your team stay organized and compliant with less effort. Contact us to learn how you can install this solution in your NetSuite environment.