CloudExtend ExtendDocs (Enterprise Only)
Automatically store and organize NetSuite files in OneDrive or SharePoint
12 articles
Admin: Choose the Right ExtendDocs Setup for Your OrganizationExtendSync Outlook | Compare ExtendDocs deployment options
Overview: Storing and Managing Files with CloudExtend's OneDrive and SharePoint IntegrationOneDrive and SharePoint Sync | Understand the solutions offered by CloudExtend
Admin Setup & Configuration
Admin Setup Guide for ExtendDocs
Admin: Enable ExtendDocs with ExtendSync Outlook (Email Attachments + Auto-Create Folders)ExtendDocs | Sync Outlook email attachments to OneDrive or SharePoint and automatically create folders for NetSuite records
Admin: Enable ExtendDocs Auto-Create Folders (No Email Sync)ExtendDocs | Automatically create OneDrive or SharePoint folders for NetSuite records
Admin: How to Check Which Record Types Auto-Create Folders Are Deployed ToExtendDocs | Configure and manage Auto-Create Folder deployments in NetSuite
Admin: How to Deploy Script for ExtendDocs Auto-Create in NetSuiteExtendDocs | Learn how to deploy script to Autocreate folders
Getting Started Guide
How to use ExtendDocs + Auto-Create Feature
End-User: How to use ExtendDocs with ExtendSyncExtendDocs | Sync options for storing and organizing files in OneDrive or SharePoint
Troubleshooting
Learn how to resolve errors when using ExtendDocs
Troubleshooting: Files and Folders Not Syncing After Saving an Email from Outlook (ExtendDocs)ExtendDocs | Resolve missing files or folders in NetSuite after saving emails
Troubleshooting: Auto Create Record FailureExtendDocs | Learn how to resolve "Auto Create Record Failure" Alerts
Release Notes
View the upcoming and past improvements and fixes that we're currently addressing
📣 Release Notes for ExtendDocs File Storage for NetSuite Edition v1.XSee what we are rolling out! Get updated on what's new and other recent updates to our ExtendDocs File Storage for NetSuite Application✨