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Form Signing Access Permission & Signing Onboarding Documents
I recently came across the custom permission "Form Signing Access." However, I cannot figure out what this is/what it does. We just got SuitePeople HR and I see an orange fill logo on some screens (screenshot below) but I don't know what this does. While setting up SuitePeople HR, specifically onboarding templates/plans, I…
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Remove Document center tab for a role
i would like to remove document center tab from navigation without removing user permission , user permission is view and would like to keep it that way , so that user can view documents through transactions and files but not go to Document repository
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Attached Document inheritance
In my environment: If I attach a PDF to a Purchase Order, when I create the Item Receipt for the P/O, that document gets copied/linked to the Item Receipt. When that P/O is billed, the same attachment is on the vendor bill. This is similar on Order to cash Order→ Item Fulfillment→ Invoice. Is this standard behavior or is…
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Document Versioning / Revision - Estimates and Purchase Orders
Has anyone found a way to track revisions of estimates and purchase orders. If we send an estimate or purchase order to a customer/vendor but then make a change to it and resend we would like a revision number to show (which we could do with a workflow) but we also then want to be able to see each copy of the previous…
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Import PR lines
Hi experts, My client has hundred lines in 1 document PR. What is the best action to do this ? thanks in advance agus
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Upload File but Do not Access Other Files
How to set this in Netsuite. We want them to upload files like for Employee expenses , item photos but we do not need them to have access to the document and files menu. In other words, users should only be able to see their own file except for company wide files. Also the private file checkbox is not always available in…
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Change File Ownership
How to Change the File Ownership? The owner field is not expose in the file record
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Functional and Technical Requirement Documents
Hello guys! Hope you all are doing great! I need functional and technical requirement documents for projects that will start. Do we have any recommended templates do share? Thank you !!
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Documents tab shows up with Create permission
According to SuiteAnswers, doucments tab shows up only with full permission of Documents and Files: https://netsuite.custhelp.com/app/answers/detail/a_id/78114/kw/documents%20tab I have the role AL - Vendedor with permission of "Documents and Files" - Create. When using that role, the Documents tab shows up. With another…