Overview
CloudExtend’s OneDrive and SharePoint integration helps you centralize file management, connecting your files directly to NetSuite records. This brings order to the chaos of email attachments, shared drives, and local files so you spend less time hunting for documents.
With it, you can:
Store files securely in one place
Access them directly from NetSuite records
Eliminate misplaced files
Save time by having the right file at your fingertips
Reduce storage costs associated with files stored in NetSuite
🗂️ Feature Summary & Subscription Breakdown
Description | Requirements | References |
CloudExtend Files Tab (without ExtendDocs)
| ExtendSync Enterprise | Admin Setup Guide: ➡️ Add or Remove CloudExtend Files tab
End-User: How to use CloudExtend Files tab |
Auto-Create OneDrive or SharePoint Folders
| ExtendDocs subscription needed. Auto-Create configuration only | Admin Setup Guide: ➡️ Auto- create folder configuration
End-User: How to use ExtendDocs |
Sync Email Attachments to SharePoint
| Requires ExtendSync Enterpise + ExtendDocs subscription | Admin Setup Guide: ➡️ Installation steps for ExtendSync + ExtendDocs
End-User: How to use ExtendDocs |
💡 Recommendation:
For the best experience, use ExtendSync together with ExtendDocs.
This combination delivers a fully automated workflow including folder creation, email attachment syncing, and seamless file linking between NetSuite and OneDrive/SharePoint.
In Detail: What You Can Do
CloudExtend Files Tab
The CloudExtend Files tab is automatically activated for NetSuite Customer and Contact records. Your NetSuite admin can add them to any NetSuite record type.
From the CloudExtend Files tab users can:
Search for folders and files in OneDrive or SharePoint.
Attach them directly to NetSuite records for quick access.
Upload new files to OneDrive/SharePoint and see them on the NetSuite record.
Add-On Capabilities when ExtendSync is paired with ExtendDocs
1. Sync Email Attachments to OneDrive/SharePoint
When ExtendSync for Outlook and ExtendDocs are both enabled:
Email attachments are automatically stored in OneDrive or SharePoint
NetSuite displays secure links in:
Communication → Messages
CloudExtend Files tab
Folder paths are automatically created and linked to the appropriate NetSuite record
This ensures attachments are stored outside NetSuite while remaining fully accessible
2. Auto-Create Folders
With ExtendDocs enabled:
A corresponding folder is created automatically when a NetSuite record is created or viewed
The folder is linked back to the NetSuite record via the CloudExtend Files tab
Folder structure can be record-based or customer-based, depending on configuration
💡 Note:
Auto-Create Folders does not require ExtendSync to be licensed for file saving. Folder creation and linking are handled entirely by ExtendDocs.
Summary: What You Get by Subscription
ExtendSync Enterprise (without ExtendDocs)
CloudExtend Files tab
Manual linking and uploading of OneDrive/SharePoint files
No automated folder creation or attachment syncing
ExtendDocs Auto-Create Folder (with or without ExtendSync)
Auto-Create Folders in OneDrive or SharePoint
Folder links surfaced in NetSuite
External file storage outside NetSuite
ExtendSync Enterprise + ExtendDocs (Recommended)
Auto-Create Folders
Automatic email attachment syncing from Outlook
File links visible in NetSuite Messages and Files tab
Fully automated, low-maintenance file management
➡️ Decide your setup path. Learn how to enable ExtendDocs