for NetSuite
Certified Documents
NetSuite Vendor Compliance,
Built Inside Oracle NetSuite
INSURANCE CERTIFICATES, LICENSES, W-9s, COMPLIANCE DOCS
Certified Documents for NetSuite is FullClarity's vendor compliance SuiteApp, built inside Oracle NetSuite. Construction general contractors, specialty contractors, and project-based firms use it to collect, approve, track, and automatically renew the compliance documents they need from their subcontractor network: certificates of insurance (COIs), W-9s, trade licenses, safety certifications, and lien waivers. The same workflow handles employee certifications and vendor onboarding for any NetSuite organization with external compliance obligations.
Define a library of required document types. Assign them to specific vendors, subcontractors, customers, or employees. Automated email requests fire with a portal link. External submitters upload through the FullClarity portal at my.fullclarity.com without a NetSuite login. Multi-level approval workflows route documents with standardized decline reasons and a full audit trail. Renewal requests fire 30 days before expiration. Real-time dashboards surface what's expiring, what's pending approval, and which entities are non-compliant.
Built for NetSuite (BFN) certified. Works alongside File Storage for NetSuite for general cloud document storage. Complements Construction for NetSuite for subcontractor compliance workflows. Part of the FullClarity suite, alongside Gantt and Retainage.
What's Included?
COMPLIANCE WORKFLOW IN DETAIL
Automated Requests & Vendor Portal
External parties submit through a portal. No NetSuite login required.
- Define a library of required document types and assign them to specific vendors, subcontractors, customers, or employees.
- Automated email requests fire with a direct portal link. No more chasing renewals over email.
- Vendors submit through the external portal at my.fullclarity.com without a NetSuite license.
Renewal & Expiration Tracking
30-day warnings before anything expires. You see it before your auditor does.
- Automated renewal requests fire 30 days before any document expires.
- Track every document through its full lifecycle: Requested, Received, Pending Approval, Approved.
- Saved searches and dashboards for expiring this month, pending approval, expired, and non-compliant entities.
Approval Workflows & Audit Trail
Multi-level approval routing with standardized decline reasons and a full audit trail.
- Configure multi-level approval workflows that route each document type to the right approvers.
- Standardized decline reasons and full audit trail on every document: who requested it, who approved it, when, and why.
- All inside NetSuite. Documents live on the vendor, customer, subcontractor, or employee record they belong to..
