CloudExtend Google Workspace for NetSuite users can attach emails and file attachments to NetSuite records thus giving everyone in their organization 360-degree visibility to import communications and files.
If you're concerned about document portability and/or storage space in the NetSuite file cabinet then consider creating a Google Drive folder for each of your NetSuite records.
Conserve NetSuite Storage: With CloudExtend Google Drive you can attach files and/or folders to NetSuite records without consuming any NetSuite storage space. Aside from that, here are other benefits:
Centralized Repository: You can centralize and organize your business documents. This allows for easy access and retrieval of important files related to your NetSuite record.
Document Visibility: Documents stored in Google Drive can be linked and associated with NetSuite records and custom records too! This means you can manage, view, and access related documents within NetUite. No need to switch between applications or search for files manually.
Ways to Store Files or Folders to Google Drive and attach them to NetSuite records:
Using CloudExtend's Google Drive feature you would then attach each Google Drive folder to the specific customer record (a one-time process).
Moving forward, any files you save with the native Gmail Save to Drive icon to the customer folder will automatically show up in NetSuite under that customer.
You can even get started by doing this in a bulk operation.
Save Attachments to Google Drive and see them in NetSuite
Save Attachments to Google Drive and see them in NetSuite
Step 1: Hover the mouse to the file attachment of the email then click Add to Drive.
Step 2: Click Organize and choose where you want the file to be stored.
Step 3 (Optional): If the root folder is not attached yet to a record in NetSuite, open the NetSuite record and attach the folder to be associated.
Attach Existing Folders and Files from Google Drive to NetSuite
Attach Existing Folders and Files from Google Drive to NetSuite
To attach files or folders from your Google Drive to NetSuite, follow these steps:
Step 1: Navigate to the record in NetSuite that you want to attach a file or folder to. Click on the Google Drive tab and then Attach files/Folders.
Step 2: Choose the files or folders you want to attach to the record and hit Select. For existing files and folders, choose from the following options:
Your own drive
Any shared folders
Any shared drives
Step 3: Once uploaded you will receive a message saying it has been attached. Go to the record and hit refresh and it will be there.
Upload Folders and Files from Desktop to a Google Drive Folder
Upload Folders and Files from Desktop to a Google Drive Folder
Step 1: Navigate to the record in NetSuite that you want to attach a file or folder to. Click on the Google Drive tab and then Attach files/Folders.
Step 2: Click the Folder button and search for the folder where you want to store the documents.
For Windows, use the shortcut key Ctrl + F.
For Mac, use Command + F.
Step 3: Type in the keyword to search for the folder and select it. Once the folder is selected, you can simply drag and drop the files from your desktop into the folder.
