CloudExtend Outlook for NetSuite allows for messages and files to be attached to NetSuite records. If you are attaching a message and files that you received (ie it is already in your inbox) then both will attach with no issues.

Attaching files from your inbox

If you are encountering issues while trying to attach files to NetSuite records from Outlook please first check that 

  • the user has FULL ACCESS permissions to 'Documents and Files'.

Attaching files from compose mode

If, however, you are composing an Outlook email with attachments you will not be able to attach the files until the email has been sent. The Outlook API requires that the attachments already be on your Exchange Server before they can be accessed via the API.

Therefore we recommend sending the email and opening it in your sent items folder to attach the email and files to NetSuite. 

Known issues

If you are attaching files after moving mails from Mailbox A to Mailbox B they will not attach to NetSuite unless some time has passed. The reason for this is that the file ID is deleted upon moving from Mailbox A to Mailbox B and if a mail and file is attached immediately the add-in will not locate the file in the Exchange Server. This is a known issue with Microsoft's API.

Be sure to attach the files before moving the mail to another folder.

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