How to Attach Proof Documents to Dispute Records in NetSuite

📌 Attaching documentation like signed invoices, delivery receipts, or email correspondence is a key part of resolving disputes in NetSuite. You can do this directly within a dispute record via the Communication > Files tab, whether on desktop or mobile.

Steps to Upload and Attach Proof Documents to Dispute Records

Step 1: Access the Dispute Record

Go to the relevant dispute record (such as a support case, chargeback, or invoice transaction) from Transactions > Customers > Collections or your Support Case list.

Step 2: Navigate to the Files Subtab

Within the dispute record, click on the Communication subtab, then the Files subtab. This is where you manage file attachments.

Step 3: Attach an Existing File

If the file already exists in the File Cabinet, click Attach Existing Files, select the document, and hit Attach. This is useful when reusing frequently shared documents like standard agreements or policies.

Step 4: Upload a New File

Choose the appropriate folder in the File Cabinet, click Browse to find the file on your computer, then click Save to upload and link it to the dispute record.
You can also create a new folder if needed.

Step 5: Attach Files via NetSuite Mobile App

• Tap the record menu to find the dispute
  
  
• Press the Add (+) icon
  
  
• Choose a folder, then tap Select File to upload from your phone or take a photo
  
  
• Tap Save (iOS) or the ✓ icon (Android)

Pro tip: Want to avoid uploading files manually? Growfin integrates with NetSuite to automatically attach dispute documents from emails to the right customer records, reducing manual effort and ensuring complete audit trails.

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