> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-configuration/advanced-document-management/customizing-record-types-and-additional-options.md).
# Customizing Record Types and Additional Options
### Abstract
Organizations that implement **Charted** rely on **Advanced Attachments** to keep business‑critical documents centralized and secure. Administrators must know where those files are stored, how to expand capacity when needed, and how to fine‑tune attachment behavior for individual record types.
*Native NetSuite* file cabinet storage is capped at 100GB. For customers requiring greater storage capacity, all or selected files such as larger documents can be routed to an *AWS S3* bucket.
This guide explains three storage options — **NetSuite File Cabinet**, **AWS S3 File Storage**, and legacy **Charted File Storage** — and shows how to customize Advanced Attachments for specific record types.
### New AAB Record Type Settings Table
We have the **New AAB Record Type Settings** table at the bottom, where most of the heavy‑duty configuration happens. For example, if you don’t have **All Record Types** enabled in the **Advanced Attachment Settings** section above and only want to enable **Advanced Attachments** for a few specific record types, you can do that here.
Alternatively, if **All Record Types** is enabled but you want to define specific behavior for certain records, you can configure those exceptions in this section as well.
Follow these steps to configure record‑type‑specific **Advanced Attachment** settings:
1. First, click the **Edit** or **New AAB Record Type Settings** button to open the **AAB Record Type Settings** page:\
2. On this page, open the **RECORD TYPE** dropdown and choose any record type, such as **Vendor**:\
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*NetSuite* includes many record types beyond the common ones, and if it’s a valid record type you can enable **Advanced Attachments** for it. Customers can pick and choose whichever record types they want.
3. Below the dropdown, use the **ENABLED** checkbox to turn the feature on or off for that record type:\
### Form Section
Next, we have the **Form** section. This area controls the attachment tab name, how PDFs display, and the size of the drag‑and‑drop box.
1. In **FILE TAB NAME**, enter a custom label for the tab that stores attachments. If desired, users can customize the name of their Files tab to suit their internal naming conventions:
2. In **AUTOMATICALLY SHOWS SPLIT SCREEN** dropdown, you can choose whether the PDF opens in a split‑screen view or a new tab:\
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Available options are:
* Never
* Always
* Only when Pending Approval
* Always (On View Only)
* When Pending Approval (On View Only)
3. The Advanced Attachment drag‑and‑drop zone defaults to 250 px width × 130 px height**.** To make that area larger or smaller, enter pixel values in **BODY UPLOAD AREA WIDTH (PX)** and **BODY UPLOAD AREA HEIGHT (PX)** sections:\
### Audience Section
Next, we have the **Audience** section. This area lets you control which roles can access the record type.
1. In this section, you can open the **ROLES** dropdown and choose the appropriate role:\
2. Use this list to define which roles have access to the specific record type — for example, most users might see common records, but you can restrict **Vendor Records** at the individual record‑type level.
### NetSuite File Cabinet Section
Then, we have the **NetSuite File Cabinet** section. This area controls where attachments for the selected record type are stored and how they appear in *NetSuite*.
1. Under this section, locate **FILE CABINET FOLDER PATH**, which lets you define the storage location for attachments on that specific record type:\
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If no path is specified, files will be saved in the general top‑level folder used for **Advanced Attachments**—the one we discussed earlier. For example, you might store everything in a folder called **Documents**, but for Vendor Records, you may want a subfolder named **Vendor Documents**.
2. By default, files added to the file cabinet are stored in both the native **NetSuite Files** tab and the custom **Advanced Attachments** tab, which can be renamed.
3. To change this behavior, check **DISABLE NATIVE FILES TAB ATTACHMENT**; attachments will then appear only in the Advanced Attachments tab:\
4. This setting acts as a visibility management mechanism. *NetSuite’s* native file permissions are more open‑ended, while **Advanced Attachments** support stricter access control. If you need tighter security or simply want to reduce clutter from having two file tabs, disable the native one here.
### AWS S3 File Storage Section
And lastly, the **AWS S3 File Storage (Standard Edition)** section is again related to **AWS S3** file storage, so generally not relevant for most users.
1. Just like in the top‑level settings, if you want to define your **S3 bucket or specific folders in AWS** for a particular record type, you can do that here:\
2. You also have the option to make that content public by checking the **PUBLIC BUCKET** checkbox, which means it would be accessible outside of NetSuite:\
3. After making all these changes, click the **Save** button to apply the updates:\
This concludes the overview of managing file storage using the **NetSuite File Cabinet**, **AWS S3 integration**, and legacy **Charted** storage, along with record‑level customization within *NetSuite*.
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