SkyDoc - Tvarana

With Skydoc You Can

Manage your Storage

With Skydoc you can drag and drop files, sort documents by categories, preview files, add and delete files, and have control of your versioning.

Collaboration

With SkyDoc you can create a folder structure and restrict access based on IP, role, or users. SkyDoc also provides a portal for authorized people outside of your NetSuite environment to view, upload, and collaborate on documents.

Approval Workflows

Trigger a pre-determined approval workflow when you upload a document to SkyDoc. Use dashboard or email reminders to view your pending documents.

SkyDoc Full Features List Videos

How to Set Up AWS

Drag and Drop

Version Control

Categories

Create Categories

Move/Copy Files

SkyDoc Folders

Create Folders

Upload a Document to a Folder

Give Portal Access to Folders

SkyDoc Portal

Attaching Files to Entity

Edit Folder Access Permissions

View Message Files from Message Record

Make File Category Mandatory

Send a Document for Approval Through SkyDoc Portal

Automatic Folders

Approval timestamp

Line level drag and drop in vendor bills

Docusign integration

Hide AWS credentials

Email related transaction files

Enable/disable approval workflow and file upload

Line level view of files in expense reports and vendor bills

CheckOut

Add Note to Files

Default Folder Based on File Type

File Privacy

Video Preview

SkyDoc API

Add Note to Record

Line Level Drag and Drop

Subsidiary Based Folders

Search Files

Attach Files

Send SkyDoc Files Through Messages

SkyDoc Gallery

View Files

Download Files

View Files From Saved Search

Folder Hierarchy

Copy Parent Folder Permissions

Create New Folders From Portal

Sign from Portable

Give SkyDoc Portal Access

File Preview Using Split Screen

SkyDoc Upgrade List

2022.1 Features

Send SkyDoc files for signing using the DocuSign Integration
Scan documents with your phone to upload them directly into SkyDoc
Get random password suggestions for the SkyDoc Portal

2022.2 Features

Make file categories mandatory by enabling the new configuration
Use the SkyDoc API to upload files from external sources

Related Blogs

SkyDoc: Related Transaction Files Feature

by Tina Chandra | Nov 17, 2022 | Netsuite, SkyDoc

SkyDoc is a management solution that enables internal and external collaboration and document sharing. SkyDoc seamlessly integrates into the NetSuite platform, allowing you to store your critical content in one place so that you can share, collaborate, and access...