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Deleting Attached Files in NetSuite: A Step-by-Step Guide

Written by: Bella Tran In the course of managing your business operations through NetSuite, there may come a time when you need to delete an attached file from a record. While the process is straightforward, it does require a few distinct steps.

Here's a step-by-step guide to help you navigate through this process.

Step 1: Locate the File

The first step in deleting an attached file is to locate it. You can do this by inserting the filename in the global search bar at the top-right corner of your NetSuite dashboard. As you type, NetSuite's autocomplete feature will suggest matching files from all areas of your system.

Step 2: Choose 'Edit'

Once you've located the desired file in the search results, click on the file name. This will open a new page with details about the file. Look for the 'Edit' option in the top right corner of the page and click on it to proceed.

Step 3: Navigate to the Actions Menu

After clicking 'Edit', you'll be taken to a new page where you can manipulate the file. Here, you'll see an 'Actions' menu. Hover your mouse over this menu to reveal a dropdown list of options.

Step 4: Delete the File

In the dropdown list under the 'Actions' menu, you'll find the 'Delete' option. Clicking 'Delete' will remove the file from the record and also delete it from the File Cabinet.

Important: Be sure you want to delete the file before proceeding, as this action cannot be undone.

And there you have it - a simple, straightforward process to delete an attached file in NetSuite. This process not only removes the file from the specific record but also deletes it completely from your File Cabinet, helping you maintain a clean and organized system.

Remember, NetSuite is a powerful tool designed to streamline your business processes. At E+R, we strive to provide you with the knowledge and support you need to leverage this platform to its fullest potential. If you have any further questions or need additional support, don't hesitate to reach out to us.

Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite

Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can handle this when implementing managed services.

The goal is to ensure your NetSuite instance supports your business’ growth.

For over 20 years, Etter+Ramli has helped several companies optimize their NetSuite software solution. With a 95% customer satisfaction rate, Etter+Ramli can provide your company with world-class support, Certified NetSuite experts, and a value-based pricing structure.

Etter+Ramli As Your Extended NetSuite Team

Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or visit the website for a free consultation today.

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