December 23, 2024
4 min read
When risk cases need to be shared outside NetSuite—with auditors, clients, or executives—there's no easy way to generate a formatted document. Users end up copying and pasting into Word or taking screenshots.
We added one-click PDF generation for risk case records that produces a professionally formatted document including all relevant details, history, and attachments—ready to share or file.
A button on the risk case record generates a PDF using a configured template. The document includes case details, timeline, related records, and can be downloaded or emailed directly from the interface.
Professional risk case documentation in seconds
Consistent format for all risk case reports
Easy sharing with external parties
Complete case details in portable format
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