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Attachment Autopilot: Effortlessly Store Files to the NetSuite File Cabinet

ExtendSync Outlook | How does Attachment Autopilot work

Updated over a week ago

Attachment Autopilot makes it simple to automatically sync email attachments and inline images to NetSuite — with no extra clicks!

Once enabled, all future emails associated with Autopilot (either thread-based or email address-based) will automatically sync complete with attachments to NetSuite.


What Is Attachment Autopilot?

Attachment Autopilot expands the functionality of Email Autopilot by automatically syncing email attachments and inline images for all emails that are part of an Autopilot association.

✨ Set it once and let ExtendSync handle the rest!

✅ Automatically syncs attachments from future emails to the NetSuite File Cabinet.
✅ Works with Email Address-Based or Thread-Based Autopilot.
✅ Supports Shared Mailboxes.


File Size Limits

When syncing attachments to NetSuite, keep the following limits in mind:

  • Maximum individual file size: 10 MB

  • Maximum total email size: 25 MB

💡 Tip:
To handle larger files, consider connecting OneDrive for Business or SharePoint.


Before You Begin

Before setting the attachment autopilot, here are a few friendly reminders:

  • Have a Clear Process: Chat with your team to decide what types of files should be stored in NetSuite.

  • Watch the File Size: Keep an eye on the size limits.

  • Handle with Care: Be cautious with sensitive information and consider using encryption if needed.

  • Double-Check: Before hitting send or activating autopilot, take a moment to make sure all the right attachments are selected.

Just a heads-up: Attachments will be stored in your NetSuite File Cabinet


How to Use the Attachment Autopilot

Step 1: Confirm Attachment Autopilot Is Enabled

If Attachment Autopilot is active, you’ll see the Autopilot Status indicator in the top-right corner of the ExtendSync panel showing which emails are currently being tracked.

Step 2: Select Files or Inline Images

When saving an email to NetSuite, you can choose which attachments or inline images to include.

Step 3: Enable Future Email Attachment Sync

In the Future Emails section, toggle the option to automatically sync attachments or inline images for all future emails in the same thread or from the same address.

💡 This ensures every related email, reply, or forward continues syncing attachments automatically with the associated NetSuite record.


Managing File Storage

Because attachments are stored in the NetSuite File Cabinet, it’s essential to manage storage space wisely.

We recommend reviewing these articles to optimize how your organization uses Attachment Autopilot:


Ready to Get Started?

To enable Attachment Autopilot for your organization:
📘 Follow the setup guide here

Once it’s activated, ExtendSync handles your attachments automatically — saving you time and keeping everything organized.

Happy Attaching! 📎

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