SkyDoc - Storage Solution for NetSuite

Introduction

Created by Tvarana, a NetSuite SDN partner since 2014, SkyDoc extends the power of NetSuite with a document management solution that enables internal and external collaboration and document sharing. This Built for NetSuite verified solution makes file management on NetSuite a simple and user-friendly process.

 

Skydoc expands on NetSuite’s file storage capabilities by leveraging the power of Amazon Web Services (AWS). It connects the Simple Storage Solution (S3) from AWS to NetSuite using APIs in both applications. Users can now leverage NetSuite for business process automation, and AWS for inexpensive data storage through Skydoc.

 

Skydoc’s cost-effective document management solution seamlessly integrates into your  NetSuite interface. Our customers whole-heartedly vouch for the simplicity and ease-of-use of our product, as well as for the calibre of Tvarana’s professional services.

Key Benefits

• AWS Integration: Amazon Web Services S3 provides a cost effective solution for file storage, along with a highly secure environment for files.
• Workflows for document approval: Use automated NetSuite workflows to send documents for approval. Choose to trigger workflows manually by selecting files to send from a list.
• Upload larger files: Store any number of files with no size restriction through SkyDoc.
• Role-based security and Google encryption for files: Set permissions based on role for various activities such as admin, upload, view, delete, attaching files, move/copy and accessing SkyDoc folders page.
• Perfectly integrated user-interface: SkyDoc’s easy-to-use interface is seamlessly integrated with NetSuite records, allowing for single-click uploads and downloads. All documents related to a record are presented in one tab. 
• Access to folders: Specified users can be granted access to the folders of their choice through SkyDoc. Access to folders can also be restricted based on specified IP addresses.
• Upload multiple files: Mass upload up to 100 files at a time on the SkyDoc folders page.
• Version control: SkyDoc maintains versions of files uploaded more than once instead of overwriting the existing file.
• Preview files: Preview files uploaded without the need to download them by simply hovering your mouse over the file name.
• SkyDoc and NetSuite email integration: Files uploaded to SkyDoc can be easily attached to any email via the SkyDoc Files subtab.
• Email templates: Choose from scripted email templates instead of typing manually to send an email from the AWS record.
• Audit trail: View audit trail for downloaded files on the SkyDoc display list.
• SkyDoc Analytics: View SkyDoc related information such as total number of files, storage used and number of folders on the dashboard.
• Moving/copying transactions: Simplify moving/copying by entering a transaction number in the search field to isolate it from the list.
• View files from saved search: Access SkyDoc files directly from the saved search results page.
• Checkout: SkyDoc’s unique checkout process allows users to ‘lock’ a file that is in use, similar to a library. Others can see files that have been checked out. 
• SkyDoc Gallery: View image files uploaded to a folder or record through the SkyDoc Gallery.
• Adding notes: Use this feature to add a note or description to a record.
• Subsidiary-based folders: SkyDoc defaults the folder to which files are uploaded based on the subsidiary.
• Privacy of expense reports: SkyDoc keeps uploaded expense reports private and visible to only to the file owner and the person responsible for approving them.
• Auto-upload/scraping of files: Simplify file-upload through SkyDoc, which transfers all existing files attached to transactions, entities, activities, case and messages in NetSuite.
• SkyDoc API allows users to upload files from external sources
• Docusign integration to easily share and sign important documents
• Use your mobile phone to scan documents from NetSuite records using a QR code

Customer Quote

"All our users love SkyDoc!"

- Shawn Blackburn

Description

SkyDoc connects into Amazon cloud from NetSuite using APIs in both the applications. This helps users leverage NetSuite for business process automation, and Amazon for inexpensive data storage. Users can view/upload/download/delete files to Amazon easily from NetSuite.