Attachment Autopilot makes it simple to automatically sync email attachments and inline images to NetSuite — with no extra clicks!
💡 Note:
Global Autopilot includes its own org-wide attachment sync setting, configured by your admin in the portal.
This is separate from per-user Attachment Autopilot described in this article — admins set the attachment preference once, and it applies automatically to all enrolled users. End users do not need to configure anything.
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.
✅ 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
Maximum individual file size: 10 MB
Maximum total email size: 25 MB
Before You Begin
Have a Clear Process: Decide what types of files should be stored in NetSuite.
Watch the File Size: Keep an eye on the size limits.
Double-Check: Make sure all the right attachments are selected before activating autopilot.
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 or from the Autopilot settings view.
Step 2: Select Files or Inline Images
When saving an email to NetSuite, 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.
Ready to Get Started?
To enable Attachment Autopilot for your organization:
📘 Follow the setup guide here