You can select the records you want to store the email to and if you want to include the attachment, click on the paper clip icon, and you can include the attachments you want to sync to NetSuite on the following scenarios:
or use the Sync Outlook file attachments to OneDrive or SharePoint to save NetSuite storage space.
👉 Learn more about attaching files through email messages here.
One-Time Saving Method
With every email that you want to be saved in NetSuite, you have to manually save it every single time. When to use it:
You only want very important emails in NetSuite.
You are saving on transactions like Sales Orders or Invoices.
You typically do not have long email threads going on with your customers.
You are on the Group Edition and do not have a choice (Autopilot options are only available on the Enterprise Edition. Ask us about upgrading.)
Step 1: Switch to One-Time tab and select the record where you want to save the email to.
Step 2: If you also want to save this email to additional records that we did not pull back for you, use the search box to look for the record and attach the files.
Sync All Attachments | Sync Selected Attachment/s |
To sync all file attachments, click the clip icon at the top and select the files then Apply.
If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button. 
Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name. | To select certain file attachments, click on the clip icon beside the record name you want to attach and click Apply.
If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button. 
Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name. |
Email Autopilot
Using Updates to this thread or To/From/CC (Email AP).
Step 1: Select Suggest Related Records and go to Autopilot tab.
Step 2: Select Updates to this thread or To/From/CC (Email AP).
Step 3: Choose what records you want to attach emails to. If you want to associate an email with a record/s that's not on the list, use the search box to look for the record.
Step 4: Click the clip icon at the top and select the files then Apply.
Step 5: If you want to sync attachments for future email, go to Future Email section and turn on the Attachments or Inline images.
Step 6: Once done, click Start Autopilot.
💡 Note:
For Autopilot, by default attachments are only included in the first email, not in subsequent ones. The file/s will be stored in the NetSuite file cabinet.
To include attachment for future emails, Attachment Autopilot should be turned on by admin. See how Attachment Autopilot works.
To save NetSuite storage, Enterprise users can manually upload and attach files using OneDrive/SharePoint integration. Dive deeper about this feature!
Save Attachments to OneDrive and SharePoint and see them in NetSuite
If you have previously associated a OneDrive or SharePoint file or folder with a NetSuite record simply save the attachment(s) from Outlook to the folder and it will appear in NetSuite automatically since the folder is associated with NetSuite. If you have enabled desktop sync it's even easier, save the attachment to your synced OneDrive or SharePoint folder on your desktop.
This will not take up NetSuite storage space!
🚨 Learn more about where file attachments are stored in NetSuite.
🚨 Learn more about how inline images and hosted images are handled.