Editing Files in the File Cabinet

The procedure you use for editing a file depends on the file type you are working with. You can edit many file types directly on the file record. Other files, you must download to your computer, make your modifications, and then upload again.

Editing Files Directly

You can edit files that are 512 KB or smaller directly on the file record. The following file types support direct file editing:

  • HTML

  • Plain Text

  • CSS

  • XML

  • JavaScript

  • CSV

  • SuiteScript Page

  • SuiteScript File

  • Text

To edit a file directly:

  1. Click the Documents tab.

  2. Click a folder to find the file you want to edit.

  3. Click Edit next to the file you want to modify.

  4. Click Edit on the file record to open the file content screen.

    Example of File Cabinet direct editing highlighting the Edit link.
  5. Make your changes.

    Sample File content.
  6. Click Save. Your changes are saved when you click Save in the file content screen. Note that the file content is changed, but settings on the file record are not changed.

Editing Other File Types Stored in the File Cabinet

The process is different to edit file types other than the ones listed earlier and files larger than 512 KB. You must first download the file from the File Cabinet, modify it on your computer, and then upload the file to replace the previous version.

To edit larger files and other file types stored in the File Cabinet:

  1. Click the Documents tab.

  2. Click a folder to find the file you want to edit.

  3. Click Edit next to the file.

  4. Click download on the file record.

    Example of a File Cabinet download link.
  5. Modify the file on your computer, and then save it.

  6. Click Choose File on the file record in NetSuite to select the updated file on your computer.

    Example of a File Cabinet upload change and its file name.
  7. Click Save on the file record.

Making a File Cabinet File Inactive

You can inactivate files that are referenced by other records in NetSuite.

To make a file inactive:

  1. Click the Documents tab.

  2. Click a folder to find the file you want to edit.

  3. Click Edit next to the file you want to modify.

  4. To make the file inactive, click the Inactive box. You can make the file active again at any time by clearing the Inactive box.

  5. Click Save.

Related Topics

Working with Files
Uploading Files to the File Cabinet
Moving and Copying Files in the File Cabinet
Downloading Files from the File Cabinet
Deleting Files from the File Cabinet
File Types Recognized in the File Cabinet

General Notices