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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.
There is no separate OCR or extraction screen here. To let an agent read a file’s contents, turn on Agent knowledge — the file is embedded so agents can search it.

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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.