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Turn NetSuite training videos into SOPs for your forms, roles, and close
Month-end close lives in one controller's head, and every subsidiary has its own custom forms. Record the process once and Vidocu turns it into numbered SOPs with a screenshot of each NetSuite screen as configured, ready to regenerate after each release.
How do you turn a NetSuite training video into an SOP?
Upload the recording of the NetSuite process, whether it is a consultant's handover session, a controller walking a new hire through the close checklist, or a fresh capture in your sandbox account. Vidocu transcribes the narration, detects each action, and writes numbered steps paired with a screenshot of the record, form, or saved search at that moment. Because the screenshots come from your recording, the SOP shows your custom fields, your approval workflow, and your subsidiary-specific forms.
You review the draft in the editor, add the control that has to be checked before posting, and publish it as a PDF, a page in a hosted knowledge base, or a narrated video for teams in other regions.
Why NetSuite documentation falls behind
Close is tribal knowledge
The month-end sequence, the journal that always needs a manual adjustment, the saved search that flags the exceptions: it all sits with one person.
Every subsidiary has its own forms
Custom records, SuiteFlow workflows, and role-specific forms mean SuiteAnswers describes a NetSuite your team does not see.
Two releases a year
Each release moves menus and reshapes forms. Screenshots taken by hand during implementation quietly stop matching the screen.
What a NetSuite recording turns into
Vidocu documents whatever the recording shows. These are the areas of NetSuite teams most often record, with screenshots of the screens as configured in their own environment.
Order-to-cash
Sales orders, fulfilment, invoicing, and cash application on your custom transaction forms and approval workflow.
Procure-to-pay
Purchase orders, vendor bills, approvals, and payment runs as your roles perform them.
Period close and reporting
The close checklist, recurring journals, reconciliations, and the financial reports that follow, documented step by step.
Custom records and SuiteFlow
The custom records, workflows, and scripts your administrator built, documented from a recording of the finished screens.
Saved searches and dashboards
How to run and read the searches your team depends on, including the criteria that people get wrong.
Roles, permissions, and administration
Admin guides for role setup, custom forms, and the configuration that makes your account yours.
Try it with a NetSuite walkthrough
Upload a recording of one process in your sandbox account and see the SOP Vidocu writes from it.
Drop your video here
or click to browse
Free plan included. You will be asked to sign in before the guide is generated, and your file comes with you.
How it works
Record the process in your sandbox
A short capture of one task with test records, or the recording of the consultant's handover session.
Vidocu writes the SOP
Numbered steps drafted from the actions in the recording, each with a screenshot of the NetSuite screen as configured.
Add the controls
Insert the check before posting, the approval threshold, and the exception handling. Apply your brand.
Publish and keep it current
Export PDFs for your controlled documents, host guides in a searchable knowledge base, translate for other subsidiaries, and regenerate after each release.
What you get from one NetSuite recording
One upload. Everything generated. Each output is edited on its own and regenerated together when the process changes.
Step-by-step user guides
Numbered steps with a screenshot per step, edited in a built-in editor and exported to PDF, Word, or formatted text.
SOPs and work instructions
The same recording as a procedure document, with the warnings and business rules you add in review.
A narrated training video
Auto zooms, captions, and an AI voiceover from the same upload, so people who prefer to watch can.
A searchable knowledge base
Host every guide on your own domain with search and an Ask AI assistant that answers from your content.
Translations that stay in sync
Guides, subtitles, and voiceover in the languages your teams work in, each editable on its own.
Training quizzes and sign-off
A short quiz generated from the guide, with pass tracking and deadlines for a group.
Who uses Vidocu for NetSuite
Controllers and finance operations
Write down the close so it survives a resignation. Record each step once, generate the SOP, and hand new hires a guide that shows your account.
NetSuite administrators
Document the custom records, workflows, and forms you built. Regenerate after each release instead of retaking every screenshot by hand.
NetSuite alliance partners and consultants
Turn handover sessions into the client's process documentation without a separate authoring phase at the end of the engagement.
Updating after a NetSuite release
Every step and screenshot comes from the recording, so an update is a re-run rather than a rewrite. Record the changed process, generate again, and the guide, the video, and every translation follow. Nobody retakes screenshots by hand.
What Vidocu does not do for NetSuite
- Vidocu is not a SuiteApp. It does not connect to your account, read customisations, or publish into the NetSuite Help Center. It reads recordings and produces documents and videos you place where your team looks.
- Financial data stays out of the recording. Record in a sandbox account with test records. Customer names, amounts, and bank details on screen would end up in the screenshots.
- One process per recording works best. A focused walkthrough of one task produces a focused SOP. A full close run through is better cut into segments before upload.
NetSuite training to documentation FAQ
Yes. The steps and screenshots come from your recording, so custom transaction forms, fields, SuiteFlow workflows, and subsidiary-specific screens appear exactly as your users see them. Vidocu does not need access to your account.
Yes, and it is one of the most common uses. Record each step of the close as the controller performs it, generate an SOP per step, and group them in a knowledge base section with the checklist order. Regenerate any step when the process changes.
Re-record the affected process after the release and regenerate. Because every step and screenshot is produced from the recording, an update takes minutes of processing rather than a manual pass through every image in the SOP.
Yes. Export to PDF or Word for your document control workflow, copy the formatted article into your intranet, or host the SOPs in Vidocu's knowledge base with search and an Ask AI assistant on your domain.
Yes. The written SOP and the video, including subtitles and AI voiceover, can be translated into the languages your subsidiaries work in. Each translation is editable on its own.
Recordings are stored in your private workspace and used only to generate your content. Record in a sandbox with test data so screens do not show real customers, amounts, or bank details. Enterprise plans include a data processing agreement and SSO.
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See the pageSee your NetSuite walkthrough become a guide
Bring one recording to the demo. We generate the guide live and walk through the editor, translations, and hosting.
NetSuite is a trademark of Oracle Corporation. Vidocu is an independent product and is not affiliated with, endorsed by, or sponsored by Oracle Corporation.
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