CloudExtend

ExtendSync Outlook | Compare Email Autopilot and Global Autopilot options

Admin: Choose the Right Autopilot Setup for Your Organization

ExtendSync Outlook | Know when to use different ExtendSync save methods

Best Practices for Choosing One-Time Save vs Autopilot for Emails

Automatically sync emails to NetSuite with user-driven or admin-managed automation

Autopilot for Emails (Enterprise Only)

ExtendSync Outlook | How does Autopilot works

Overview: Autopilot for Emails (User-Driven)

ExtendSync Outlook | Steps to enable user-enabled Autopilot for Emails to your organization

Admin: Enable Autopilot for Emails

ExtendSync Outlook |  Manage users Autopilot configuration from the portal

Admin: Enable/Disable Thread and Email Autopilot for Users

Users control which emails or conversations are automatically saved to NetSuite

Email Autopilot (User-Driven)

ExtendSync Outlook |Turn off Autopilot for Emails when needed

FAQ: How to turn off Autopilot for Emails (User Driven)

ExtendSync Outlook  | Manage Auto-Associations for Email Address–Based Autopilot

FAQ: Auto-Association for Email Address–Based Autopilot

Frequently Asked Questions for Email Autopilot

FAQs

ExtendSync Outlook | Automatically sync emails to NetSuite across your organization

Overview: Global Autopilot

ExtendSync Outlook | Configure organization-wide email automation

Admin: Enable & Configure Global Autopilot

ExtendSync Outlook | Required NetSuite permissions for Global Autopilot

Admin: NetSuite Prerequisites for Global Autopilot

ExtendSync Outlook | Configure and manage shared mailboxes for Global Autopilot

Admin: Managing Shared Mailboxes in Global Autopilot

ExtendSync Outlook | Quickly add or remove email exclusions in the CloudExtend Admin Portal

Admin: Bulk Exclusion List Uploads for Administrators

Administrators configure organization-wide email automation and synchronization rules

Global Autopilot (Admin-Driven)

ExtendSync Outlook | Frequently asked questions for administrators and end users

FAQ: Global Autopilot Common Questions

ExtendSync Outlook | Remove users from Global Autopilot or disable it entirely

FAQ: How to Turn Off Global Autopilot

ExtendSync Outlook | Know whether Global Autopilot is active for your mailbox

FAQ: Global Autopilot Awareness Banners

ExtendSync Outlook | Understand how Global Autopilot processes From, To, CC, and BCC recipients

FAQ: How Global Autopilot Matches Email Recipients and Auto-Creates Contacts

Frequently Asked Questions for Global Autopilot

Admin Portal

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Main Support Page

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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