Using Templates
You can make use of your native NetSuite templates when composing an email and also make edits as you wish before sending emails via Outlook.
Compose email using native NetSuite email templates.
Include attachments from Netsuite File Cabinet or upload new files to File Cabinet and attach.
Send from Outlook would send email via Outlook. Once sent, it would be visible in:
Outlook Sent items
Communication tab in NetSuite
Replies to thread will automatically sync to NetSuite using Thread AP feature.
Category will be applied to email in Outlook.
Including Attachments
You can also include attachments to your email. You can either upload them from your local machine to the NetSuite file cabinet and then attach or select from existing files in your NetSuite File Cabinet.
In the Attachment tab, search for the file from the NetSuite File cabinet.
Keep in mind!
For an email, the individual attachment file that is supported is up to 10 MB.
The total email size limit should not exceed 25 MB.
Attachment types below are supported:
ttf, emf, otf. psd, woff, lzh, dwg, mpp,wfx, mov, eml, pdf, doc, docx, txt, mp4, mpeg, png, jpg, jpeg, jpe, pjpeg, bmp, gif, svg, csv, ico, xml, ppt, pptx, xls, xlsx, tga, ras, zip, gzip, rtf, html, mhtml, mp3, tiff, mpg, js, wav
See Also
Even though emails are being sent via Outlook, the creation and configuration of those emails still adhere to NetSuite's email protocols.
Customizing Email Experience
Email Signatures: Customizing Email Signatures and From Fields
Email Templates: Working with Email Templates