You can select the records you want to store the email to and if you want to include the attachment, click on the paper clip icon, and you can select the attachment you want to sync to NetSuite.


Sync All Attachments

To sync all attachments and click ADD ATTACHMENTS.

Sync Selected Attachment/s

To select certain attachments, click on the radio button beside the file name you want to attach and click ADD ATTACHMENTS.

Once you click ADD ATTACHMENTS, an indicator will appear on the right-hand side of the record name you selected.

💡 Note: You have the ability to include attachments per record.

For this example, I want to exclude attaching files to record Technology Times. Click on the attachment icon, uncheck the button and click UPDATE ATTACHMENTS.

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