Displaying the E-Documents Portlet on the Home Page
The Electronic Documents Dashboard SuiteApp Portlet provides links to outbound and inbound e-document processes and features. For more information, see Electronic Documents Dashboard SuiteApp Portlet
If you have access permission to the e-documents portlet, you can display it on your NetSuite Home page like any dashboard portlet.
To display the E-Documents Portlet on the Home page:
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Go to the NetSuite Home page.
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Click Personalize.
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On the Personalize Dashboard menu, select SuiteApps.
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Click the Electronic Documents portlet, or drag the icon to the dashboard.
For more information about dashboard portlets, see Dashboards.
Related Topics
- Electronic Invoicing User Guide
- Overview of Outbound E-Document Process
- Outbound E-Document Statuses
- Assigning E-Document Packages to Customer or Vendor Records
- Defining E-Document Email Recipients
- Selecting E-Document Packages, Templates and Sending Methods on Transactions
- Enabling PDF File Reference Generation
- Generating and Regenerating E-Documents
- Sending and Resending E-Documents
- E-Document Network Status
- Overview of Inbound E-Document Processing
- Inbound E-Document Statuses
- Receiving Inbound E-Documents by Email Capture
- Receiving E-Document XML Files from Web Service
- Uploading Received XML Files as Inbound E-Documents
- Converting Inbound E-Documents into Transaction Records
- Common Scenarios in Vendor Bill Conversion
- Converting Individual Inbound E-Documents into Vendor Bills
- Converting Failed Inbound E-Documents
- Compatibility of Approval Workflows with Vendor Bill Conversion
- Canceling Inbound E-Documents