For years, NetSuite users have been asking the same question: Why can’t I simply drag and drop a file onto a record from a list view? Until now, there hasn’t been a native solution that makes document uploads truly seamless.
Introducing Search View—a simple yet powerful enhancement that allows NetSuite users to drag and drop files directly into records from saved search results. Whether you’re managing employee documents, uploading vendor files, or attaching contracts to projects, Search View eliminates unnecessary steps and streamlines your workflow with intuitive, list-based drag and drop functionality.
What Is Search View?
Search View enhances the way NetSuite users manage files by adding drag and drop upload zones directly to saved search results. Each row in the list corresponds to a record—such as an Employee, Vendor, or Customer—and includes a dedicated space where users can drag files to instantly attach them to the record.
There’s no need to open individual records, navigate to the Files tab, or work through multiple clicks. With Search View, you can attach documents, images, and other file types to multiple records in one session—without ever leaving the list view.
What sets Search View apart is its flexibility. It can be applied to any saved search, giving teams across departments the ability to manage file uploads from a familiar interface. From HR onboarding to vendor documentation, Search View supports a wide range of use cases while maintaining NetSuite-native compliance and file storage structure.
Why List-Based Drag and Drop Matters
In fast-paced business environments, inefficiencies—especially those caused by outdated interfaces—add up quickly. Traditional document uploads in NetSuite are time-consuming and require multiple clicks per record. Search View introduces a modern, list-based drag and drop workflow that eliminates friction in one of the most common user tasks: attaching files.
By keeping users in the list view and removing the need to manually open records, Search View reduces both task time and error risk. The result is greater productivity across your teams, better data accuracy, and fewer interruptions to core processes.
How It Works
The Search View workflow is designed for usability and speed:
- Select or Create a Saved Search
Choose any saved search—standard or custom—to act as the basis for your file upload list. - Enable Search View
A simple configuration activates drag-and-drop upload zones for each record displayed in the list. - Upload Files Instantly
Drag documents, images, or files onto the relevant row. Files are uploaded and automatically attached to the associated record. - NetSuite-Native File Handling
Files appear immediately in the record’s file attachments.
There are no external tools, no syncing delays, and no risk of data inconsistency. Everything stays within your NetSuite environment.
Native, Reliable, and No-Code
Unlike external document portals or custom upload scripts, Search View is fully native to NetSuite. That means:
- No third-party platforms or middleware
- No custom scripting required to deploy
- No changes to your existing file cabinet structure
- No compromise on permissions or role-based access
You configure everything using standard NetSuite records and fields, giving administrators full control. You decide who sees what and how files are stored—all without needing developer support.
Why Choose Smartes’ Search View?
Smartes Solutions focuses on practical, high-impact enhancements that make NetSuite easier and faster to use. With Search View, the value is immediate and measurable.
1. Seamless NetSuite Integration
No external tools, no data exports—just native NetSuite functionality enhanced for modern workflows.
2. Intuitive User Experience
Designed for business users, not developers. If you can drag a file, you can use Search View.
3. Compatible With All Record Types
Employees, Vendors, Sales Orders, Custom Records—Search View works wherever you need it.
4. Real-Time Uploads
Files are stored and attached immediately, with no delays or sync requirements.
5. Easy Admin Configuration
Set up and manage file upload zones using point-and-click configuration. No scripting required.
Final Thoughts
Document uploads may seem like a small part of your daily operations—but when multiplied across users, departments, and transactions, they have a real impact on productivity. With Search View, you can finally manage file attachments the way it should have always worked in NetSuite: fast, intuitive, and in one place.
Search View delivers what NetSuite users have been asking for: efficient, list-based drag and drop file management—natively, reliably, and without complexity. If your teams are still spending hours uploading documents one record at a time, it’s time for a better way. Contact us to learn how you can install this solution in your NetSuite environment.