# Introduction and Initial Installation

### Abstract <a href="#lcawxze4ia0i" id="lcawxze4ia0i"></a>

*Advanced Document Management* helps administrators simplify how files are managed in *NetSuite* by offering a dedicated *SuiteApp* to automate file organization, version control, and overall document handling. It’s designed to replace outdated processes and seamlessly integrate with *NetSuite* to improve control over documents and attachments. An example use case would be automatically handling large volumes of vendor invoices to keep them properly stored, streamlined, and easily retrievable.

This article covers the installation and initial setup for *Advanced Document Management*.

### Introduction to Advanced Document Management <a href="#ds0cwb1ea0z5" id="ds0cwb1ea0z5"></a>

*Advanced Document Management* is a *SuiteApp* that centralizes document handling within *NetSuite*, making file storage and retrieval more efficient. Although some setup steps may look similar to instructions found on *GitHub*, be aware that portions of those *GitHub* guides are outdated. While you may still find relevant references to *AWS* or other elements, you should rely on these instructions for the most accurate initial installation steps.

### Initial Installation <a href="#jb5qg53bcddx" id="jb5qg53bcddx"></a>

Before installing, make sure you are logged in as an *Administrator* in your *NetSuite* account to perform the bundle installation. You may see some steps already completed in your environment if you’ve partially installed or updated **Advanced Document Management** before.

1. Begin the installation process by going to the **Customization** menu, hovering over **SuiteBundler**, and selecting **Search & Install Bundles** within your *NetSuite* account:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2F8iRKY4aPj0VP4nKUBuxN%2F0.png?alt=media&#x26;token=4bf98ef1-9f5e-4370-ae8f-bc60df164c63" alt="" width="426"></div>

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2. To locate the specific *SuiteApp*, enter **289838** in the **KEYWORDS** field within the **Search and Install Bundles** pag&#x65;**.** Proceed by clicking the **Search** button to search for the product:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FXOpmXfWQBle9TyHJvsQN%2F1.png?alt=media&#x26;token=b966d575-1767-440b-a8d7-6d73f8e47a84" alt="" width="554"></div>

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3. Next, a bundle will appear after searching for the keywords. To review the bundle details, click the bundle (e.g., **Charted: Document Management**) link to open a screen with its details:

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   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FZs1RhkCaaLhrGhOhG1vD%2Fimage.png?alt=media&#x26;token=15026b58-043d-4a50-9349-b4685332d15b" alt="" width="563"><figcaption></figcaption></figure></div>

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   Note: To confirm you have the correct bundle, verify the summary reads and other relevant bundle details:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FVlCvRL2rpbss7tWDoWMR%2Fimage.png?alt=media&#x26;token=74ed9485-2a9b-40a9-a1ec-219560dcb940" alt=""><figcaption></figcaption></figure></div>

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4. Once you’re ready to install the bundle, click the **Install** button:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FbTjKgCAPqU5v4VH9ti0z%2Fimage.png?alt=media&#x26;token=fad9e9e9-9a16-4d49-950b-415e3c61947c" alt="" width="371"><figcaption></figcaption></figure></div>

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   A confirmation prompt appears, and then click **OK** to proceed with the installation:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2Fi8LhZG0ltlxZxC2R9Xy7%2Fimage.png?alt=media&#x26;token=73ea6511-6d34-43ea-8cf0-503d050e0502" alt=""><figcaption></figcaption></figure></div>

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5. Finally, to confirm that **Advanced Document Managemen**t is installed, hover over the **Setup** menu to see the **Advanced Attachments** option, confirming that the *SuiteApp* is ready to use:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FwmmXIgkOVhnA2l6SWvQP%2Fimage.png?alt=media&#x26;token=7fab9dd8-e415-45c1-875f-ccb5dd118f3c" alt="" width="436"><figcaption></figcaption></figure></div>

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This concludes the installation process for *Advanced Document Management* within *Netsuite*.