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
Choose Your Setup Path
Description | Best For | Requirements | Setup Guide |
CloudExtend Files Tab (Default Setup)
| 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 |
Which Option Should I Choose?
Choose CloudExtend Files Tab if you want users to manually attach existing files stored in OneDrive or SharePoint.
Choose Auto-Create Folders if you want NetSuite records to automatically receive linked folders without syncing email attachments.
Choose ExtendDocs + ExtendSync if you want a fully automated document management solution, including folder creation and automatic email attachment synchronization.
Related Articles
Need Help?
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com