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Files live under a team’s Content, alongside Documents. Upload anything your finance work touches — a vendor PDF, an exported workbook, a CSV, a logo — then preview it inline, edit text-based files in place, and make it searchable for agents.

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Uploading files

Open the Files surface for a team and add files in one of two ways.
1

Open Files

Go to the team’s Content and choose Files.
2

Upload

Click Upload, or drag files straight onto the list. A progress indicator shows each upload.
3

Confirm

New files land in the current folder. Click a file to open its detail view.
Uploads are limited to 10MB per file and 25 files per upload — sized to stay within the NetSuite File Cabinet. Larger files are rejected.

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Organizing with folders

Documents and Files share the same folder tree per team, filtered by kind, so a folder may appear in Files but not Documents depending on what it holds.
  • New folder — create a folder and name it.
  • Move — drag a file onto a folder, or use Move from its menu and pick a Destination folder (or Top level). Multi-select with checkboxes to move several at once.
  • Navigate — click a folder to open it; breadcrumbs update.
  • Rename / Delete — from the folder’s menu.
A folder can’t be deleted while it still contains files or sub-folders — the app blocks it with a “folder isn’t empty” message. Empty it first.

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Finding files

Use the search box, switch between List view and Grid view, and sort by Name, Size, or Created.

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Previewing files

Open a file to see its detail view. Supported types render inline; everything else shows a download card.
  • Images — rendered directly.
  • PDFs — paged preview.
  • Text & code — shown with formatting.
  • Markdown — rendered.
  • HTML — shown in a sandboxed preview. A file flagged as a live dashboard gets a Reload button that re-runs its data through Erstan.
  • Spreadsheets / workbooks — tabular preview. Use Create Erstan Sheet where available to work with a native Sheet.
  • Word (.docx) — document preview.
  • PowerPoint (.pptx) — slide preview, with available presentation navigation and notes.

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Live dashboard artifacts

Agent-created dashboard Files also appear in Artifacts, where preview cards link to the same saved file. HTML cards show saved content without running scripts or refreshing live data. Open the artifact to use its charts and controls. An opened live dashboard loads its declared data through your own access and connections. Reload refreshes that data; the Data refreshed timestamp records successful data loading, separately from when the file was edited. Failed refreshes show an error while the dashboard can retain its previous successful data. Sharing a file does not grant access to its creator’s connections. Manual refresh is the default. Automatic polling is available when explicitly configured, pauses while the dashboard is hidden, and runs no faster than once per minute. Initial data loads, reloads, and polls can invoke source tools. Only dispatched paid third-party connector tools incur the per-call charge; Erstan-hosted reads, NetSuite and customer MCP tools, and cache hits do not. Browsing gallery cards does not refresh those sources.
For Agent knowledge search, include the file in an enabled Knowledge source. Indexing prepares its contents; source selection and original file permissions determine retrieval.

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Editing a text-based file

You can edit text-like files in the browser without re-uploading.
1

Open the file

Open an editable file and choose Edit from its menu (⋯).
2

Make changes

The file opens in an in-app code editor dialog.
3

Save

Save to write your changes back to the file.
Only text-like files can be edited in place. Binary and Office files show “This file type cannot be edited” — download, change, and re-upload them instead.

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File actions

Every file’s ⋯ menu (on the list row or the detail header) offers:

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Ask AI about a file

Each file has its own File Chat sidebar — the “Ask about this file…” panel — where you can ask an agent to read, summarize, or modify the file.
Agent writes (create, update, or delete) require your approval by default. You can turn on Auto-approve writes for a chat thread to skip the prompt, but use it carefully — actions then run without a confirmation step. See Approving and rejecting AI actions.

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Next steps

Agent knowledge

Make files searchable so agents can use them as context.

Documents and the editor

Create rich, block-based documents agents can read and write.

Managing a team

Organize people, content, and folders inside a team.

Approving AI actions

Stay in control of every write an agent makes.