NetSuite SuiteApp for Intelligent Document Management
Workiro brings all your files, tasks, signatures, and conversations into NetSuite. Secure, searchable, and always connected to the right record. No more chasing email threads, switching tools, or wondering who’s done what. Just total clarity.
Instant access to complete customer records
See everything in one place; files, emails, tasks, and signatures, all linked to the right NetSuite record. No more bouncing between inboxes, shared drives, and chat tools. With Unlimited storage and deep integration, Workiro creates a single source of truth inside NetSuite, so you always have the full context around every customer, vendor, project, or transaction.
Automatic email and document capture
Workiro captures and classifies content automatically. Incoming documents, email attachments, and shared files are instantly linked to the relevant NetSuite record. Whether it’s a signed contract, supplier invoice, or audit evidence. Workiro knows where it belongs.
Real-time collaboration and e-signature workflows
Work together on deals, approvals, and sign-offs, without leaving NetSuite. Add comments, assign tasks, and request signatures directly from a record. Get notified when something’s approved, rejected, or ready to go. No more chasing status updates, just smooth, auditable workflows built for speed.
Secure mobile access to everything you need
Access NetSuite documents and tasks from anywhere without compromising control. Whether you’re on the go or working remotely, Workiro keeps your data encrypted and compliant. With full audit trails, role-based permissions, and ISO 27001 certification, IT teams can rest easy while the work keeps moving.
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