Why This Matters

Managing files across email, shared drives, and local folders can quickly become messy. CloudExtend helps you keep everything organized by connecting OneDrive or SharePoint directly to NetSuite.

With CloudExtend, you can:

Store files securely in a single location.
Access them directly from NetSuite records.
Reduce misplaced files.
Save time searching for the right document.

CloudExtend Files Tab (Enterprise Feature)

The CloudExtend Files tab is automatically activated for NetSuite Customer and Contact records.

From here, you can:

Search for folders and files in OneDrive or SharePoint.
Attach them directly to NetSuite records for quick access.

👷‍♂️ Admin Setup Guide: Add or Remove CloudExtend Files tab

🗄️ End-User: How to use CloudExtend Files tab

Add-On Features - CloudExtend ExtendDocs

1. Sync Email Attachments to OneDrive and SharePoint

With the ExtendSync for Outlook app, file attachments from emails can be synced automatically to your OneDrive or Sharepoint default repository.

This is an Add-On and users need to log in the ExtendSync app to save files.
Attachments are stored in OneDrive or SharePoint.
Files are linked to Communications> Messages section of NetSuite records for easy reference.
Files are converted to HTML format, making them fast to share and load.

2. Auto-Create Folder (Add-On or Standalone)

When a new record is created in NetSuite, a corresponding folder is automatically created in OneDrive.

This can be standalone and does not require to using The ExtendSync app to save files.
That folder is then linked to the CloudExtend Files tab.
This ensures files stay organized and tied directly to the correct record.

👷‍♂️ Admin Setup Guide: Enable CloudExtend ExtendDocs

🗄️ End-User: How to Automate Storing Files using CloudExtend

🗂️ CloudExtend Files & ExtendDocs Feature Chart

Feature	Description	Requirements
CloudExtend Files Tab	Search and attach OneDrive/SharePoint files directly to NetSuite records. Serves as a link repository in the CloudExtend Files Tab	Add permissions to record type as needed. Default setup for Customer & Contact. No ExtendSync app needed. User permission to OneDrive and SharePoint site.
Sync Email Attachments (Add-On)	Automatically sync email attachments from Outlook to OneDrive/SharePoint. Files saved to OneDrive/SharePoint and linked to Communications > Messages in NetSuite.	ExtendSync for Outlook app login. Autopilot for Emails and Attachments turned ON. User permission to OneDrive and SharePoint site.
Auto-Create Folder (Add-On or Standalone)	Auto-generates a OneDrive/Sharepoint folder when a new record is created in NetSuite or when a record is viewed. Folder linked to CloudExtend Files Tab for organization.	No ExtendSync app needed. Folder created when viewing or creating records in NetSuite. User permission to OneDrive and SharePoint site.
Sync Email Attachments + Auto-Create Folder	When both features are enabled: A folder is automatically generated in OneDrive/SharePoint and links to CloudExtend Files tab Email attachments synced from Outlook to NetSuite appear in Communications > Messages and are also organized in the corresponding folder under the CloudExtend Files Tab.	ExtendSync for Outlook app login. Autopilot for Emails and Attachments turned ON. User permission to OneDrive and SharePoint site.

Summary

With CloudExtend, file management becomes seamless:

Use the CloudExtend Files Tab to link existing OneDrive/SharePoint files.
Use ExtendDocs to sync email attachments directly into NetSuite.
Use Auto-Create Folder to automatically generate and folder storage for NetSuite record

OneDrive and SharePoint Sync: About ExtendSync OneDrive for Business and SharePoint NetSuite Integration

OneDrive and SharePoint Sync: How to integrate OneDrive for Business, SharePoint, and NetSuite

OneDrive and SharePoint Sync: OneDrive for Business and SharePoint NetSuite Integration: FAQs

OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associations

ExtendDocs: Automate Storing Files using CloudExtend

Overview: Storing and Managing Files with CloudExtend OneDrive and SharePoint Integration