When you use Send from Outlook to send a NetSuite email, and ExtendDocs is enabled, the storage location of an attachment depends on whether it belongs to the initial email or a subsequent email in the thread.
How Attachment Storage Works
There are two different behaviors.
1. Attachments on the initial email
When you send an email from NetSuite using the Email Using CloudExtend button:
ExtendSync opens the email for sending through Outlook.
The initial email is saved to NetSuite.
Attachments included with the initial email are stored in the NetSuite File Cabinet.
This behavior applies even when ExtendDocs is enabled.
2. Attachments on subsequent emails in the thread
For Enterprise users with Thread Autopilot enabled, ExtendSync continues tracking the email conversation after the initial email is sent.
When subsequent emails or replies in the tracked thread contain attachments:
Thread Autopilot automatically processes the emails.
ExtendDocs stores the attachments in the configured OneDrive or SharePoint folder, based on your organization's ExtendDocs configuration.
The email continues to be associated with the applicable NetSuite record.
Attachment Storage Summary
How it is processed | Attachment storage | |
Initial email sent using Email Using CloudExtend | Send from Outlook | NetSuite File Cabinet |
Subsequent email or reply in the tracked thread | Thread Autopilot + ExtendDocs | Configured OneDrive or SharePoint folder |
Best Practices
Send from Outlook and Thread Autopilot use different attachment-handling processes. Having ExtendDocs enabled does not move the initial outbound email's attachments to OneDrive or SharePoint.
Automatic attachment storage for subsequent emails requires the appropriate ExtendDocs configuration.
Thread Autopilot is available to ExtendSync Outlook Enterprise users.
The destination OneDrive or SharePoint folder depends on how ExtendDocs is configured for your organization.