File attachments will only transfer to the email in NetSuite if the user selects to include it as part of the file attachment process. File attachments will occupy NetSuite storage space.
Set your File Attachment Sticky Preference
By default, no files will be automatically selected and you will be required to select them for each email you attach.*
Step 1: To view and/or change your sticky settings click the menu icon at the top left and then select File Attachment Preferences.
Step 2: Choose your desired default behavior. This is essentially a sticky setting that will apply for each email you attach moving forward. You can override the setting on a per email basis if desired by selecting or unselecting attachments.
No Attachment or Inline Images
Use this setting to ensure that no files are pre-selected. This is often desired to minimize storage space.
Emails can have both inline images and attachments. Selecting this option will ensure that every email has only file attachments pre-selected.
Only Inline Images
Select this option to include only inline images by default. If users want to also include attachments they would need to select them for each mail attached.
Both Attachments and Inline Images
Selecting this option will automatically add all file attachments and inline images to each email you attach.
Attach the files and email
Step 1: Choose the record or record(s) to attach the email to.
Step 2: Check (or uncheck) the files and inline images you want to attach to NetSuite along with your email.
Step 3: Select Save Email.
🚨 Learn more about where file attachments are stored in NetSuite.
🚨 Learn more about how inline images and hosted images are handled.
💡 Note that email replies that are on Autopilot will never be attached regardless of the settings (Learn more).