The CloudExtend Files tab (OneDrive/SharePoint) is installed by default on Customer and Contact records. Most teams also deploy it to other record types (e.g., Opportunities, Transactions). Admins can add it broadly—or remove it entirely.

Prerequisites

You’re a NetSuite Administrator (or have equivalent script deployment permissions).
The CloudExtend bundle is installed (Bundle 244864).
You can access Customization → Scripting pages in NetSuite.

Supported record types

CloudExtend Files can be deployed to most standard and many custom records.

📘 See the supported record type list

Add the CloudExtend Files tab to/from NetSuite records

Step 1: Adding a New Record

Navigate to Customization >Scripting > Scripts.
In the Filters section, select Bundle 244864.
Look for Script celigo-ce-fs-tab-entrypoint. Click on Edit.
Navigate to the Deployments tab. Go to the last row of the list and type the name of the record you wish to add in the Applies to section.
Set the following:
- Deployed = Yes
- Status = Released
- Event Type = View
- Log Level = Debug
Save the changes. This will bring you back the list of scripts.

Perform these steps one record at a time.

Step 2: Update Audience

Select for Script celigo-ce-fs-tab-entrypoint again.
Click View and navigate to the Deployments tab.
Locate the newly added record. Click Edit.
In the Audience tab, select all roles or employees that require this permission.
Save the changes, then go to a record to verify that the CloudExtend files tab is visible.

Remove the CloudExtend Files tab to/from NetSuite records

Navigate to Customization >Scripting > Scripts.
In the Filters section, select Bundle 244864.
Look for Script celigo-ce-fs-tab-entrypoint. Click on Edit.
Navigate to the Deployments tab, then locate the record you wish to remove.
The action panel will appear, and click the Remove button.
Once done, save the changes.

Deploying an additional script to retain file links on Record Transformations

If you transform records (e.g., Opportunity → Sales Order) and want file links to persist:

Go to Customization → Scripting → Scripts.
Find celigo-onedrive-record-transform (Bundle 244864).
Edit → Deployments → New Deployment.
For each transform source/target record type, set:
- Deployed = Yes
- Status = Released
- Set Audience (typically All Roles / All Employees)
Save and verify by performing a test transform.

Troubleshooting

CloudExtend Files Tab not visible after deployment
- Confirm Deployed = Yes and Status = Released.
- Check Audience includes your role/user.
- Refresh the record, try another role, or clear browser cache.
Users can see the tab, but can’t open files
- Ensure users are Enterprise-licensed for ExtendSync and have OneDrive/SharePoint permissions to the files.