The quick answer
Upload the PDF from the customer’s Communication → Files subtab, then compare the saved attachment with its File Cabinet search result. The record attachment points to the stored file.
The screenshots show a recorded demonstration with sample data. Use your own records and values when following the steps.
Before you start
Use an existing customer, the prepared document, and an accessible File Cabinet folder. Your role needs the relevant customer and Documents and Files access. Keep a private agreement’s Available Without Login setting clear.
01. Check the prepared agreement
Review Alder Service Agreement.pdf and confirm its customer and scope belong to Alder Retail. This is an existing example document, not a newly signed agreement.
02. Inspect the customer attachment list
Open Alder Retail from Recent Records, then Communication → Files. Check for the document first. The example has no existing attachment; click New File.
03. Select the file and destination
In the File window, use Computer, name the document Alder Service Agreement.pdf and choose Customer Documents. Select the same PDF with Choose File and check its filename. Leave Inactive, Available Without Login and Company-wide Usage clear, then Save.
04. Verify the customer attachment
On Communication → Files, find the new row. Compare Alder Service Agreement.pdf, Customer Documents, PDF File and the displayed 1.99 KB size. Visibility to you does not establish another employee’s access.
05. Find the same stored file
Open Documents → Files → File Cabinet. Search for the document name. Compare the result’s folder, PDF type and 1.99 KB size with the attachment row. Names can repeat, so use those details too.
Check the result
- The document belongs to the intended customer.
- The attachment and File Cabinet result have matching file details.
- The file was not made publicly available as part of the upload.
Common questions
How do I attach a PDF agreement to a NetSuite customer?
Open the customer record, go to Communication > Files, and click New File. Select the accessible destination folder, choose the prepared PDF from your computer, then click Save. Confirm the new row by checking the file name, folder, size, and PDF type.
Where does NetSuite store a file attached to a customer?
The PDF is stored in the File Cabinet. The customer’s Communication > Files sublist shows the file’s association with that customer; it is not a separate copy stored inside the customer record.
How can I find the customer attachment in File Cabinet?
Go to Documents > Files > File Cabinet, enter the document name in the Search field, and click Search. Compare the result’s folder, file type, and size with the attachment shown on the customer record because file names can repeat.
Do I need Available Without Login for a private customer document?
No. Leave Available Without Login cleared for an ordinary private attachment. The user still needs access to the destination folder. An attachment alone does not prove the agreement was signed or delivered.