Overview
This guide is designed for CloudExtend ExtendDocs administrators. It walks you through the steps to enable ExtendDocs, configure permissions, and prepare your organization for file management in NetSuite.
ExtendDocs configuration is only supported in the new subscription portal.
To learn about the ExtendDocs functionality, click here!
Quick Navigation
Learn how to enable ExtendDocs by following the steps below:
Who is required for the initial setup?
Enabling ExtendDocs typically requires up to three roles (these may be the same person):
The admin assigned to login to https://portal.cloudextend.app/
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Decide Your Setup Path
Description | Setup Guide |
Auto-Create folders only (no email attachments) | |
Auto-Create folders + Outlook email attachment sync |
Prepare Your Organization for File Management with ExtendDocs
Admins and users should have a clear understanding of how file management is configured for their organization.
Determine Default File Repository
ExtendDocs supports storing files in OneDrive or SharePoint. Decide which platform will serve as your default file location and establish a clear folder structure.
SharePoint is ideal for larger organizations as it supports thousands of sites that can be used as document repositories.
Recommendation:
Create a SharePoint site and set up a parent folder within Documents.
During the portal setup, point ExtendDocs to this parent folder. The system will automatically create subfolders (such as Customers, and others) underneath it.
Establish a Clear Process
Align with your team on what types of files should be stored in NetSuite. Be cautious with sensitive information. If needed, use encryption for additional security.
Verify user permissions in OneDrive and SharePoint to ensure proper access.
Communicate the default folder locations and folder structure so everyone knows how files will sync to the cloud.
End-User Readiness (Recommended)
After you've installed ExtendDocs you'll want to make sure your users have the tools for success.
✅ Assist them with installation and login (If needed)
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)!
🔵 Send an email to cloudextend-support@celigo.com
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