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NetSuite

document management

Like File Cabinet but supercharged! Combine multiple collaboration tools with document storage in NetSuite to create a truly integrated productivity experience.

See it in action

Destroy document silos

Workiro integrates with NetSuite to create a single source for document management with every stakeholder.

A cursor dragging and dropping a file into the Workiro SuiteApp in NetSuite
A search bar with documents and related activity results beneath it

Provide instant visibility for every collaborator  

Effortlessly drag and drop your crucial files onto NetSuite records, instantly enhancing visibility and accessibility for all stakeholders involved.

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Rapidly retrieve documents  

Use lightning-fast search to instantly locate your documents inside NetSuite. Accelerate the entire process with filters for streamlined results. 

An image depicting the activity history attached to a Word document
An image depicting how to edit a previous version of a document in Office for web

See every step of the document journey 

Track the entire lifecycle of documents inside NetSuite, with all activity recorded through clear audit trails. 

‍

Keep everyone on the same page

Ensure all collaborators work from the latest document version for faster processes and reduced duplication.

Provide instant visibility for every collaborator  

Effortlessly drag and drop your crucial files onto NetSuite records, instantly enhancing visibility and accessibility for all stakeholders involved.

‍

A cursor dragging and dropping a file into the Workiro SuiteApp in NetSuite

Rapidly retrieve documents  

Use lightning-fast search to instantly locate your documents inside NetSuite. Accelerate the entire process with filters for streamlined results. 

A search bar with documents and related activity results beneath it

See every step of the document journey 

Track the entire lifecycle of documents inside NetSuite, with all activity recorded through clear audit trails. 

‍

An image depicting the activity history attached to a Word document

Keep everyone on the same page

Ensure all collaborators work from the latest document version for faster processes and reduced duplication.

An image depicting how to edit a previous version of a document in Office for web

What Workiro users say

"A really effective tool for storing and sharing documents with clients."

Vicky

Book a discovery call

Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.

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