What is the easiest way to have a customer upload a document that would attach to a transaction? Specifically a Purchase Order?

AI generated answer (using internal Slack threads):

The easiest way for a customer to upload a document that would attach to a transaction, specifically a Purchase Order, in NetSuite is by using the File Cabinet. However, this process would require some manual intervention. Here are the steps: 1. The customer would need to send the document to a company representative. 2. The representative would then upload the document to the File Cabinet in NetSuite. 3. Once the document is in the File Cabinet, it can be attached to the Purchase Order. Unfortunately, there is no direct way for a customer to upload a document and attach it to a transaction in NetSuite. This is because NetSuite's permissions and roles are designed to control access to sensitive data, and allowing customers to upload documents directly could potentially bypass these controls. Alternatively, you could use a workflow or script to automate the process of attaching files to transactions. This would involve copying important attachments to a standard File Cabinet folder, making them easier to find and attach to transactions. However, this would still require the initial step of the customer sending the document to a company representative. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******