Scan a Document

  1. From the device home screen, touch Connect for NetSuite.
  2. When the app opens, you will be asked to sign into your NetSuite account. Enter your email and password and then select OK.
  3. Once you are on the switchboard of the app, select Scan.
  4. Browse through the list of folders and sub-folders. Once you’ve navigated to the folder you wish to scan your document into, select OK.
  5. You will now be on the Document Meta Data screen. Here, you can enter a description for the file. This description will be associated with your scanned document when it’s saved in File Cabinet. A description is optional. When you’re done making changes, touch OK.
  6. Once you’re on the Scan screen, you can set PDF settings and a file name. You can also adjust the document meta data and change the folder you are scanning in to. Adjust these values by selecting their fields.
  7. Adjust your scan settings and select Scan. If you toggled Preview on the Scan page, you will be shown a preview of your scan. If you’re happy with what you see, touch Send. Your document will be uploaded to File Cabinet.

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