In both Salesforce and Netsuite, documents can be associated, stored and accessed from within a record (Fund, Grant, Contact, etc.). This can be done two ways:

• By attaching the document natively to the record (it will be stored within system where the record is located), or
• Using the Box connector within the record to store the document in Box. Box creates a folder structure related to the record in Salesforce or Netsuite.

Most of the time, you will use the Box connector located within each record in Salesforce or Netsuite to upload and/or attach documents pertaining to the record. This approach has a couple of advantages:

• Documents pertaining to the record are visible and accessible directly from within the record via the Box connector.
• Documents can be also viewed from within the Box application, even if you're not looking at them from within the Salesforce or Netsuite record.

There are times however, when documents need to be stored directly on a Salesforce record, rather than through the Box connector. This really applies only to documents that need to be shared with Salesforce Community users, such as Grantees or Funders. Luckily, there is automation in place to address this need.