The Smarter Way to Manage
Documents in NetSuite
One version. Multiple views. Full context.
The fastest path to the right document.
bluDocs is a native NetSuite smart document management system that uniquely leverages the full power of NetSuite’s single source of truth and database functionality to manage all documents, whether stored internally, or externally to Google Drive, SharePoint and OneDrive. By utilizing NetSuite’s customizable workflow automations, bluDocs delivers flexible, precise, and comprehensive control over documents and productivity.
Documents drive every business process, yet most organizations struggle with disconnected storage systems, duplicate files, unclear versioning, and time-consuming searches.
bluDocs transforms document management by connecting NetSuite with leading cloud storage platforms such as Google Drive and Microsoft SharePoint. Teams gain a centralized, organized document experience directly within NetSuite while maintaining the scalability, security, and collaboration features of their preferred cloud storage platform.
When documents are scattered across inboxes, shared drives, and local folders, employees waste valuable time searching for information and manually organizing files.
bluDocs automatically links documents to the related customers, vendors, projects, and transactions. Instead of navigating through complex folder structures, users can access the right documents directly from the NetSuite records they already use every day.
Eliminate time spent searching for files, uploading duplicates, and switching between systems. Documents are available where work happens, allowing employees to stay focused on business processes rather than document administration.
As organizations grow, document volume grows with them. bluDocs leverages enterprise cloud storage platforms designed to handle large document libraries, helping businesses avoid limitations and administrative overhead.
Take advantage of the security, permissions, retention policies, and compliance capabilities available through Microsoft SharePoint and Google Drive while maintaining easy access from NetSuite.
Enable teams to collaborate on documents using familiar cloud-based tools while ensuring documents remain connected to the business records and processes that rely on them.
Give your teams access the latest version of every document. By storing files in SharePoint or Google Drive while surfacing them in NetSuite, bluDocs helps eliminate duplicate documents and version confusion.
bluDocs simply and effectively
solves document management headaches
in 3 Key ways
Define templates once, and bluDocs automatically creates a consistent, standardized folder structure in your external cloud storage system.
Automate renaming the folder structure as tasks mature from one stage to the next. When an opportunity progresses to a project, bluDocs automatically moves the opportunity files into the project file structure.
Managing your system workflow with bluDocs provides dramatic time savings and keeps your documents more consistently organized than manual setup.
Automate permissions for folders and files with bluDocs groups.
Set up workflows to automatically re-assign groups, users, and projects as needed. Document permissions automatically adjust in both systems whenever a change is made, and you only have to update permissions in one place.
Whenever there are project or personnel changes, the right person always has access to the right documents.
bluDocs tags allow you to dynamically create virtual views of related documents.
Organize documents by customer or project, but tag the vendor. Then use the virtual vendor view to automatically pull up all your past vendor agreements before negotiating your terms.
Walk into any room armed with the documents and knowledge you need to negotiate–and find the documents you need in minutes, not days.
Whether you’re managing customer contracts, project documents, engineering drawings, financial records, HR files, or operational documentation, bluDocs helps your organization maintain control over its documents while improving accessibility and collaboration.
The result is a more efficient document management strategy that reduces administrative overhead, improves user adoption, and gives employees immediate access to the information they need to do their jobs.
Your business runs on information. bluDocs helps you make sure that information is organized, accessible, secure, and connected to the processes that drive growth.
Replace disconnected document repositories with a document management solution designed specifically for NetSuite-based organizations. Give your team faster access to the documents that keep your business moving forward.
Information is only valuable when people can find it.
bluDocs connects documents directly to the records, transactions, and business processes that use them, eliminating the need to search through shared drives, email chains, or complex folder structures. Users can access contracts, invoices, proposals, project documents, purchase orders, and supporting files directly from within NetSuite.
By keeping documents connected to customers, vendors, projects, and transactions, bluDocs reduces search time, improves accuracy, and helps teams make faster decisions. Employees spend less time hunting for information and more time completing the work that drives revenue, serves customers, and moves projects forward.
The result is a more efficient organization where critical business documents are always available when and where they are needed.
