Capture, store and organise

NetSuite Document management

• Attach documents to multiple NetSuite records
• Find documents and files as quickly as you save them
• View all document activity and communication in one click
• Collaborate on work via in-built messaging

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.

Book a demo
Want to find out if Workiro fits the needs of your business?

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 →
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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.

Learn more →

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