NetSuite Document Management

Cloud-based NetSuite documentation management

How it works

Workiro integrates seamlessly with NetSuite to provide a central, cloud-based repository for all your important files and documents. Access documents alongside any additional updates or messages within Workiro threads. Available in NetSuite, the Workiro App or your other core systems – with no duplication of records or documents.

✓ Unlimited document storage

✓ Drag and drop or direct upload

✓ Shared access & visibility

✓ Secure file sharing

✓ User-friendly interface

✓ Search & tagging functionality

✓ Version control

✓ Secure signing solution

✓ Easy auditing

Speak to the team →

Vicky, Accountancy

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

Increase visibility

Stop chasing

Simply attach or drag and drop files and documents to the relevant NetSuite record, allowing your team to find what they need, when they need it.

An image of Workiro embedded within NetSuite on a laptop

Gain clarity

get the complete picture in one click

With Workiro’s document details feature you can easily see the document journey and view a complete activity list surrounding important documents. Access the latest version, previous versions, signature status and conversation between customers and colleagues of any record so you never miss a thing.

Intelligent document routing

A powerful way to organise documents

Remove friction from the file hunt. Workiro’s next-generation labelling system is customised to reflect your business departments, processes, and logic. Categorise documents against multiple tags to enable fast access for permitted teams - removing the need to dig into confusing, complicated folder structures.

Instant access

Experience stress-free auditing

From financial, ISO or any form of compliance audit, Workiro’s got your back. Navigate quickly to any NetSuite record and view comprehensive audit-trails complete with version history, dates, times, collaborators and signed copies.

Quick and easy implementation

Up and running in as quick as an hour

Applying our 20+ years of industry knowledge and experience, we work with you to organise your set-up so you can get going fast and put the focus back on important work, rather than admin.

Book a demo →

Taming the chaos

Workiro makes it easy to manage and access documents.

Capture

Drag & drop, import from other apps, even scan from your phone.

Organise

Easily relate documents to the right things - clients, projects, types and more.

Access

Browse, filter, sort or search to get to documents when you need them.

Book a demo

Want to find out if Workiro fits the needs of your business?
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Book in for a chat and we’ll show you how simple yet efficient this feature is for NetSuite, and answer any of your questions to make sure it’s the right fit for your business.

Controlled electronic signatures

Signed, sealed, delivered

In addition to storing and sharing files, Workiro includes a powerful electronic signature platform as standard, eliminating risk of signed documents being tampered with. Once marked as signed, editing options on documents are automatically removed.

Learn more →

A mobile phone with a signature request on the screen alongside a branded email

Awarded SuiteCloud International Partner of the Year 2022

Discover the power of workiro

The Workiro SuiteApp goes beyond NetSuite document management. Our goal is to facilitate the every day processes, tasks and communication of NetSuite users by removing the silos of information and providing one source of truth, allowing you and your team to focus on more meaningful work.