Subscription Admins can log into https://subscriptions.cloudextend.io with their Microsoft account to start managing end-user licenses and assign other administrators.
REQUIREMENTS
A subscription to the Enterprise edition is required.
Autopilot for emails should be turned on. To enable the ExtendSync Autopilot for emails, click here!
This feature is available for Shared Mailbox.
Enabling Attachment Autopilot
Who is required for the initial setup?
The admin assigned to login to subscriptions.cloudextend.io
A user with NetSuite admin rights
How to Enable Attachment Autopilot (NetSuite File Cabinet)
To begin managing your Attachment Autopilot for users, please follow the steps below:
Step 1: Visit subscriptions.cloudextend.io and log in to the Admin Portal with your Microsoft ID (this was previously provided to your Customer Success Manager and is typically your Microsoft 365 email address).
Step 2: Go to Manage Licences> Account> Email Autopilot Settings
Step 3: Go to Assign Users(1) and review the email addresses of users subscribed to ExtendSync(2). Admin can enable the Attachment Autopilot feature(3) and select users from the list.
🚨 WARNING
Identify the users who will benefit most from the Attachment Autopilot feature. Keep in mind that files will be stored in the NetSuite File Cabinet, which will use up NetSuite storage.
💡 Notes:
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What to expect after activating the Attachment Autopilot (NetSuite File Cabinet)?
In the portal, once an admin enables Attachment AP for users, they will have the option to sync attachments when configuring Thread or Email Autopilot. These attachments will be stored in the NetSuite File Cabinet.
Records associated with attachments would have an indicator shown in the Associated Records section.
Users can see how the Email Autopilot association was set for each NetSuite record with attachments or inline images.
Users can see the status of their associations in the Logs view.