> 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/legacy-and-standard-settings.md).

# Legacy and Standard Settings

### Abstract <a href="#id-4rh6rujaow6x" id="id-4rh6rujaow6x"></a>

*Advanced Document Management (ADM)* offers administrators the flexibility to manage their *NetSuite* attachments through two different methods: *Legacy* and *Standard*. Administrators need to configure these settings to optimize document handling, ensuring the correct attachment storage and accessibility for their organization’s workflow. A typical use case might be a finance team needing to store vendor invoices securely and in a standardized way, reducing misplacement and improving audit readiness.

This article explains how to access and configure *ADM’s Legacy* and *Standard* settings options.

### Advanced Document Management Options <a href="#ew2ggguokfpz" id="ew2ggguokfpz"></a>

This section introduces the two available *ADM* options — **Settings (Legacy)** and **Settings** — while clarifying that most new customers will implement the standard approach.

1. First, go to the **Setup** menu and hover over **Advanced Attachments** while logged in as an **Administrator**:\ <br>

   <div align="left"><figure><img src="/files/DqueuVbAXEbT8DzsX6Uh" alt="" width="257"><figcaption></figcaption></figure></div>

   \
   \
   **Note:** Confirm that your current *NetSuite* role requires administrator permission to modify these settings.\ <br>
2. Once you reach the **Advanced Attachments**, note that there are two options for managing attachments: the standard **Settings** and **Settings** (**Legacy)**. To enable or configure either method, click the corresponding option:\ <br>

   <div align="left"><figure><img src="/files/65DJBXxMNrjaceGv8ATX" alt="" width="435"><figcaption></figcaption></figure></div>

   <br>

**Note:** **Legacy Settings** are largely maintained for a small group of existing customers, and new customers are not included in this solution. While it remains supported, the long-term plan is to transition all customers off legacy.<br>

This concludes the overview of the standard **Settings** and **Settings (Legacy)** options.


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