The Documents Page
The Documents page and navigation menu allow you to manage your documents and templates.
You can click the Documents tab or Documents Overview menu to access the NetSuite File Cabinet, where you can store and organize your business documents online and then associate them with company, customer, contact, vendor, other name, partner, task, event and case records.
In the File Cabinet, you can quickly search for, download, move, and delete existing files. You can use Add buttons to upload additional files to the File Cabinet. For more information, see File Cabinet Overview.
Additional menu items on the Documents page include:
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Files
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Templates has the following menu items:
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Email Templates: see Working with Email Templates.
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Fax Templates: see Using Fax Templates.
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Letter Templates Using Letter Templates.
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PDF Templates: see Advanced PDF/HTML Templates
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Select Template Files to access the template files in the File Cabinet.
For more information, see Working with Email Templates.
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Available menu items vary based on the features you have enabled in your account. If Mail Merge is enabled in your account, see Working with Mail Merge.