RE: Attaching Files to Transactions – Do these files get seen by other Transactions?

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Users are now starting to attach their inbound shipment paperwork into various purchase orders and work orders.

There are times when they will go into a transaction where they have not yet attached shipping documents and yet that transaction will have shipping documents attached to it…ones for other transactions.

Are these files stored in a common location in the file cabinet where various NS transactions might think the files belong to them?

Is there a better process to avoid this from happening in the future?

kurt Rookie Asked on September 9, 2019 in How To's.

Try asking your users if they are using the “Make Copy” button – this will inherit all the fields and attached documents from the original.

on September 9, 2019.
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5 Answers

Why not look into file drag and drop module? It allows you to set dynamic folder patterns which can be utilized to segregate the files depended on the record origin/type/id etc, this will eliminate overriding of the files with same name.
https://netsuite.custhelp.com/app/answers/detail/a_id/39442

https://netsuite.custhelp.com/app/answers/detail/a_id/39444

https://netsuite.custhelp.com/app/answers/detail/a_id/39446

Advanced Answered on September 9, 2019.
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