Enable the project files subtab

Make the dedicated Files subtab appear on Job (project) records and confirm it aggregates documents from across the project.

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A step-by-step Scribe walkthrough for this task is being recorded. The high-level steps below describe what the feature does; track the Scribe in the register (PS-HT-01).

When to use this

You typically don't need to do anything explicit to enable the Files subtab — it's switched on automatically when File Storage is installed and the Jobs NetSuite feature is enabled. Use this how-to to confirm it's working and to troubleshoot if the subtab isn't appearing as expected.

Prerequisites

  • File Storage installed
  • The Jobs NetSuite feature enabled (Setup → Company → Enable Features → Company)
  • A role with File Storage permissions (see permissions reference)

Walkthrough

  1. Open any Job record.
  2. Look for a Files subtab in the row of subtabs at the top of the record.
  3. The subtab content is rendered inside a small embedded view (an iframe) that lists every file stored anywhere in the project, grouped by category.

If the subtab is missing:

  • Check that the Jobs feature is enabled in Setup → Company → Enable Features.
  • Confirm that File Storage finished installing — the post-deploy script needs to complete before the subtab is registered.
  • Confirm the role you're using has File Storage permissions; if not, use the automated allocator (see File Storage install & configure).
  • Reload the record after enabling permissions or features — the form definition may be cached.

What success looks like

  • A Files subtab is present on every Job record in your account.
  • Opening it shows a categorised list of files associated with the project.
  • Drag-and-drop upload works from inside the subtab; the file appears in the list within a few seconds.

Gotchas

  • Custom form layouts. If your account uses a heavily customised Job form, the Files subtab may not be added to the default layout. Edit the form and add the FC Storage Project Files field/subtab to the form.
  • Roles without File Storage permission. Users without permission will see the subtab but it may render an empty or error state. Grant the role File Storage view-only access at minimum.
  • OneWorld accounts. The subtab works across subsidiaries, but each project's subsidiary needs a corresponding Portal Configuration record (see Portal).
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