Overview
This guide walks administrators through enabling ExtendDocs with ExtendSync for Outlook to:
Automatically create and link folders in OneDrive or SharePoint for NetSuite records, and
Automatically sync Outlook email attachments into those folders, with secure links stored in NetSuite.
Use this setup if your organization wants a fully automated file management workflow without consuming NetSuite File Cabinet storage.
Important
ExtendDocs configuration is only supported in the new subscription portal:
Only need Auto-Create Folders (no email attachments)?
➡️ Use Admin: Configure ExtendDocs Auto-Create Folders Only instead.
Who is required for the initial setup?
Enabling ExtendDocs with ExtendSync Outlook typically requires up to three roles (these may be the same person):
The admin assigned to login to https://portal.cloudextend.app/
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Prerequisites
ExtendDocs + ExtendSync for Outlook subscription
OneDrive or SharePoint selected as your storage platform
Users have appropriate NetSuite + M365 permissions
Attachment Autopilot and Autopilot for emails should be enabled.
NetSuite Configuration Steps
Step 1: Enable SOAP Web Services and Token-Based Authentication
Step 1: Go to Setup → Company → Enable Features
Step 2: Go to the SuiteCloud tab.
Step 3: In SuiteTalk section, Enable check box for SOAP Web Services
Step 4: In Management Authentication section, enable check box for Token-Based Authentication.
Step 2: Install the CloudExtend Bundle (NetSuite)
Go to Customization → SuiteBundler → Search & Install Bundles
Search for 244864
Install the bundle
➡️ See NetSuite Bundle installation instructions
Step 3: Install the CloudExtend SuiteApp
Go to SuiteApps
Search for CloudExtend
Install the latest CloudExtend SuiteApp
➡️ See Install SuiteApp Guide
Step 4: Deploy the CloudExtend Files Tab (Recommended)
By default, the Files tab appears on Customer and Contact records.
Deploy it to additional record types where users should see file links and folders.
➡️ See guide here: How to Add and Remove CloudExtend Files tab
Step 5: Deploy Auto-Create Folder Script
To support automatic folder creation and linking, deploy the script:
CloudExtend MailApps-RecordFolder Export
➡️ For instructions to deploy AutoCreate Folder script, see here
ℹ️ Note
Auto-Create Folders are configured in the portal below.
For a deep dive into Auto-Create-only behavior, see Admin: Configure ExtendDocs Auto-Create Folders Only.
Step 6: Disable “Hide Attachment Folders”
Enable this to allow files and folders to sync to NetSuite when saving emails from Outlook. This will make the system folder visible in the File Cabinet.
Go to Setup → Company → General Preferences
Uncheck Hide Attachment Folders
Save
CloudExtend Portal Configuration Steps
Step 1: Login to CloudExtend Portal
Log in to https://portal.cloudextend.app/
Go to Subscriptions → CloudExtend ExtendDocs
Go to Configuration tab.
Step 2: Enable “Sync Email Attachments”
Complete the following steps in sequence:
2.1 Request Microsoft Graph Admin Consent
2.2 Select Folder Structure
Choose how folders are organized:
Record-based
Folders created per record type
Subfolders and files stored under each record
Customer-based
Customer is the parent folder
All child records stored beneath the customer
2.3 Select Folder Location
This the configuration on where folders will be automatically created.
Set a default OneDrive/SharePoint location for NetSuite files with optional locations for different record types.
A) Choose the folder to set the default folder location of the files and folders on OneDrive or SharePoint.
B) (Optional) Click Add, if you have a record that needs to have a separate folder location.
C) Once done, click Next.
2.4 Choose Attachments Folder Structure
Select how email attachments are organized inside folders:
NetSuite Folder Structure
Month-wise
All Attachments
File names include the NetSuite Message ID to help avoid duplicates in the same folder.
NetSuite Folder Structure
Month Wise
All Attachments
Step 3: Enable “AutoCreate folders in OneDrive/SharePoint”
Auto-Create Folders is configured here for the combined workflow.
Go to Configuration > Autocreate folders in OneDrive (B).
Confirm Microsoft Graph consent
(already granted if Step 2 was completed)Authorize to NetSuite for organization.
Verify NetSuite if SuiteApp has been installed.
If the SuiteApp is not installed, follow the installation guide before proceeding.
Confirm Folder Structure
(inherited from Step 2)
3.1 Set Default Location (Auto Create Folders)
This the configuration on where folders will be automatically created.
Set a default OneDrive/SharePoint location for NetSuite files with optional locations for different record types.
A) Choose the folder to set the default folder location of the files and folders on OneDrive or SharePoint.
B) Click Add, if you have a record that needs to have a separate folder location. (This is optional)
C) Once done, click Next then Save.
Step 4: Enable ExtendDocs for Users
Go to Feature Assignment
Admins can either:
Enable for All the Sync Email Attachments to OneDrive/Sharepoint
Enable for All and Auto create folders
Enable/Disable ExtendDocs for individual users from the list.
Save.
⏱ Changes may take up to 1 hour.
What Users Will See
Email attachments stored in OneDrive or SharePoint
Secure links visible in NetSuite Messages
Files and folders accessible from the CloudExtend Files tab
See Also
Auto-Create only (no email attachments): Admin: Configure ExtendDocs Auto-Create Folders Only
Where files are stored: Where Are ExtendDocs Files Stored?