Attachment Autopilot automatically syncs emails and their attachments to the NetSuite File Cabinet, no extra clicks required!
It’s ideal for teams that frequently receive files that need to be stored alongside NetSuite records.
Requirements
Before you begin, make sure the following are in place:
A CloudExtend Enterprise Edition subscription
Autopilot for Emails is turned on → Click here to learn how to enable it
A properly configured Shared Mailbox (if applicable)
Who is Required for the Initial Setup?
An admin assigned to log into https://portal.cloudextend.app/
A NetSuite admin user
How to Enable Attachment Autopilot
Visit https://portal.cloudextend.app/ and log in to the Admin Portal with your Microsoft ID. (This ID was provided earlier to your Customer Success Manager and is typically your Microsoft 365 email address.)
Step 1: Navigate to Subscriptions > Feature Assignment.
Step 2: Click on Edit.
Step 43: Admins can either:
Enable Attachments for Autopilot to All
Enable/disable for individual users from the list.
💡 Notes:
🔄 Any update may take up to 1 hour to take effect.
Users can also reload the add-in for changes to apply immediately.
Admin will be prompted that all attachments will be synced to the NetSuite File Cabinet when enabling the Attachment Autopilot for the first time.
What to expect after activating the Attachment Autopilot (NetSuite File Cabinet)?
In the portal, once an admin enables Attachment AP for users, they will have the option to sync attachments when configuring Thread or Email Autopilot. These attachments will be stored in the NetSuite File Cabinet.
Records associated with attachments would have an indicator shown in the Associated Records section.
Users can see how the Email Autopilot association was set for each NetSuite record with attachments or inline images.
Users can see the status of their associations in the Logs view.
Ready to try Attachment Autopilot?
📎 Click here to learn about the Attachment Autopilot!
Need Help?
Before contacting Support, try searching in:
If you still need assistance:
💬 Use in-app chat (bottom-left of the support site)
✉️ Email cloudextend-support@celigo.com