Email Sync: File Attachment and Inline Images Global Preference

Outlook NextGen | Set file attachment preference to include files when saving an email to NetSuite

Updated over a week ago

Users have the ability to customize their settings for file attachments and inline images when storing emails to NetSuite. They can opt to enable both file attachments and inline images as the default setting, or they can configure it to have only file attachments or inline images as the default, depending on their preference.

This is essentially a sticky setting that will apply to each email you attach moving forward. You can override the setting on a per-email basis if desired by selecting or unselecting attachments.

  1. No Attachment or Inline Images
    Use this setting to ensure that no files are pre-selected. This is often desired to minimize storage space.

  2. Only Attachments
    Emails can have both inline images and attachments. Selecting this option will ensure that every email has only file attachments pre-selected.

  3. 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.

  4. Both Attachments and Inline Images
    Selecting this option will automatically add all file attachments and inline images to each email you attach.

๐Ÿ’ก Note:

This setting is turned off by default. If you want the attachments to be included in EVERY MANUAL ASSOCIATION you do via CloudExtend you can turn on the setting.

View this article to learn the different file attachment methods.

Where does the file get stored in NetSuite?

When using the CloudExtend NextGen application, file attachments sync via CloudExtend and go to the NetSuite file cabinet.

To check on the record, go to the Communication > Messages tab

To check inside the NetSuite file cabinet, go to Document > Files. It is stored in the Attachment Received folder.

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