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

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

🗄️ End-User: How to use CloudExtend Files tab

🗂️ Feature Summary & Subscription Breakdown

Description	Requirements
CloudExtend Files Tab Exposes SharePoint enabling users to search and attach SharePoint files directly to NetSuite records. Upload new files to SharePoint	ExtendDocs subscription required
Auto-Create SharePoint Folders Auto-creates a Sharepoint folder when a new record is viewed or created in NetSuite. This folder becomes linked to the NetSuite record via the CloudExtend Files tab	ExtendDocs subscription required
Sync Email Attachments to SharePoint Automatically sync email attachments from Outlook to SharePoint and associate with NetSuite records Auto create folders in SharePoint in a hierarchy of your choice Files will be available on the messages tab and the CloudExtend Files tab	Requires ExtendSync + ExtendDocs subscription

In Detail: What You Can Do

CloudExtend Files Tab
Included with ExtendSync Enterprise or ExtendDocs

The CloudExtend Files tab is automatically activated for NetSuite Customer and Contact records. Your NetSuite admin can add them to virtually 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

With both ExtendSync and ExtendDocs active, file attachments from Outlook emails are automatically stored in the appropriate OneDrive/SharePoint location.
Simultaneously, these files remain visible on the NetSuite Messages tab and the CloudExtend Files tab.
It also auto-creates a folder (or folder path hierarchy) in OneDrive/SharePoint and links it to the matching NetSuite record.

2. Auto-Create Folders

Using ExtendDocs, when a new NetSuite record is created (or viewed), a corresponding folder in OneDrive/SharePoint is generated automatically.
That folder is then associated with the NetSuite record and made visible in the CloudExtend Files tab.
This folder creation doesn’t require that ExtendSync itself is licensed for file-saving functions — the folder-linking is enabled via ExtendDocs.

Summary: What You Get With Each Subscription Level

With ExtendSync Enterprise (without ExtendDocs), you still get the CloudExtend Files tab to link or upload files.
To unlock automated folder creation and email attachment syncing, you’ll also need an ExtendDocs subscription.
When both are enabled, you gain a fully automated, behind-the-scenes integration that keeps files in OneDrive/SharePoint and linked to NetSuite records seamlessly.

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

Admin: Enable CloudExtend ExtendDocs

ExtendDocs: Automate Storing Files using CloudExtend

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