Overview
CloudExtend offers multiple ways to manage files stored in OneDrive and SharePoint from NetSuite.
Whether you simply want users to manually link files or fully automate folder creation and email attachment storage, this guide will help you choose the setup that best fits your organization.
Who is required for the initial setup?
Enabling ExtendDocs typically requires up to three roles (these may be the same person):
The admin assigned to log in to https://portal.cloudextend.app/
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Deployment Option
Description | Best For | Requirements | Setup Guide |
CloudExtend Files Tab (Default Manual Experience)
| Allow users to browse, attach, and upload OneDrive or SharePoint files to NetSuite records manually. No automation. | ExtendSync Enterprise |
|
Auto-Create OneDrive or SharePoint Folders | Automatically create and link OneDrive or SharePoint folders when NetSuite records are created or viewed. Files continue to be managed manually. | ExtendDocs subscription |
|
ExtendDocs + ExtendSync (Recommended) | Automatically create folders and sync Outlook email attachments to OneDrive or SharePoint while linking them to NetSuite records. | ExtendSync Outlook Enterprise + ExtendDocs subscription | |
ExtendDocs + Global Autopilot | Automatically creates folders, associates emails with NetSuite, and stores Outlook email attachments in OneDrive or SharePoint without user intervention. | ExtendSync Outlook Enterprise + ExtendDocs subscription + Global Autopilot |
|
Which Deployment Option Should I Choose?
Choose CloudExtend Files Tab if you...
Want users to manually associate OneDrive or SharePoint files with NetSuite records.
Do not require folder creation or email automation.
Choose ExtendDocs: Automatic Folder Creation if you...
Want folders created automatically for supported NetSuite records.
Still want users to manage documents and attachments manually.
Choose ExtendDocs + ExtendSync Outlook if you...
Want folders created automatically.
Want Outlook email attachments synchronized when users manually save emails.
Want to reduce manual document management while keeping users in control.
Choose ExtendDocs + Global Autopilot if you...
Want organization-wide automation with minimal user involvement.
Want emails associated with NetSuite automatically.
Want Outlook attachments stored automatically in OneDrive or SharePoint.
Want the most automated document management experience available.
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Need Help?
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com