Overview

This article is intended for CloudExtend ExtendDocs Administrators.

To learn about the ExtendDocs functionality, click here!

Prerequisites

Determine the record type where the CloudExtend Files tab will appear. This is where hyperlinks will be displayed in NetSuite.
Users must have the necessary permissions in both NetSuite and either OneDrive or SharePoint.
Attachment Autopilot and Autopilot for emails should be enabled.
Define the storage location where files will be saved in OneDrive or Sharepoint.
Whitelist the ExtendDocs app.

Quick Navigation

Learn how to enable ExtendSync Autopilot by following the steps below:

Who is required for the initial setup
Steps to Enable CloudExtend ExtendDocs
Need Help?

Who is required for the initial setup

Enabling ExtendDocs will require three individuals from your organization. For some companies, this may be the same person. The users do not need to be present at the same time but they will each be required to perform an action.

The admin assigned to login to subscriptions.cloudextend.io
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights

Steps to Enable CloudExtend ExtendDocs

Add or Remove CloudExtend Files tab to NetSuite Records

The CloudExtend Files tab is deployed to Customer and Contact records by default. Most users will want to deploy the tab to other NetSuite records as well. In addition, the CloudExtend Files tab can be removed from any or all records entirely.

NetSuite Admin typically would be the one to perform these actions.

➡️ See guide here: How to Adding and Removing CloudExtend Files tab

Deploy Script to NetSuite Records (Auto Create Folder Only)

For the Autocreate feature to work, CloudExtend script needs to be deployed.

👉 For instructions to deploy AutoCreate, see here.

Configure ExtendDocs

Ensure that you selected the CloudExtend ExtendDocs subscriptions. NetSuite Account and users list will be inherited from the configuration of the ExtendSync Outlook - Enterprise Edition.
Step 1: The CloudExtend admin should log in to the subscription portal (subscriptions.cloudextend.io). Click Subscription the from the navigation pane.
Step 2: Check if the selected subscription is CloudExtend ExtendDocs.
Step 3: Go to the Configuration tab. Select whether to enable a single option or both:

Sync Email Attachments to OneDrive/SharePoint
- All Email attachments are saved in HTML format.
- These attachments appear in the Attachments section of the email as hyperlinks.
- You can also access them anytime from the CloudExtend Files tab.
Auto-Create Folders in OneDrive
- When a new record is created, CloudExtend automatically creates a corresponding folder in OneDrive.
- The folder and related files will be visible in the CloudExtend Files tab.

(A) Sync Email Attachments to OneDrive/SharePoint

Click the Configure button, complete the steps:

Request Microsoft Graph Admin Consent.
Select Folder Structure.
- Record based
  Folders structure will be per record type and subfolders and files will be stored to the parent folder.
- Customer based
  Folder structure will be Customer as the parent folder then the subfolders will have all the child record under the customer.
Select Folder Location.
Set a default OneDrive/SharePoint location for NetSuite files, with optional locations for different record types.

A) Choose the folder to set the default folder location of the files and folders on OneDrive or SharePoint.
B) Click Add, if you have a record that needs to have a separate folder location. (This is optional)

C) Once done, click Next to proceed to Step 4.
Select folder structure for Email Attachments
File name would contain NetSuite Message ID appended to it for avoiding duplicates in same folder. See the diffent folder structure to choose from:
NetSuite Folder Structure
Month Wise

All Attachments

(B) Auto-Create Folders in OneDrive/SharePoint

Request consent for Microsoft Graph Admin.
Authorize to NetSuite for organization.
Verify NetSuite if SuiteApp has been installed.
- If your Admin has not yet installed the SuiteApp, follow the guide here to install.
Select Folder Structure to know how ExtendSync will create folders in your default location.
- Record based
  Folders structure will be per record type and subfolders and files will be stored to the parent folder.
- Customer based
  Folder structure will be Customer as the parent folder then the subfolders will have all the child record under the customer.
Set a default location for NetSuite files.
Set a default OneDrive/SharePoint location for NetSuite files, with optional locations for different record types.

A) Choose the folder to set the default folder location of the files and folders on OneDrive or SharePoint.
B) Click Add, if you have a record that needs to have a separate folder location. (This is optional)
C) Once done, click Next then Save.

Enable/Disable ExtendDocs for users

Step 1: Navigate to Subscriptions > Feature Assignment.

Step 2: Click on Edit.

Step 4: Admins can either:

Enable for All the Sync Email Attachments to OneDrive/Sharepoint
Enable for All and Auto create folders
Enable/Disable ExtendDocs for individual users from the list.

Step 5: Save the setup.

🔄 Any update may take up to 1 hour to take effect.

Set your users up for success by reviewing and sharing articles

After you've installed ExtendSync for Outlook NetSuite you'll want to make sure your users have the tools for success.

✅ Assist them with installation and login

Inform them about the new app, and provide guidance on installing, logging in, and selecting the correct role and NetSuite environment to connect with.

✅ Your Customer Success Manager

Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.

✅ Share Support Site With End Users And Save Time Answering Questions Later

Your org may subscribe to one or more of our ExtendSync Apps. Be sure to share our Getting Started Guides and FAQs built just for them.

Need help?

Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.

🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!