Congrats, you’ve already got your team up and running smoothly on NetSuite CRM and storing files like pros. The only problem is, as you make the most out of your NetSuite instance, running out of storage space on NetSuite File Cabinet can become a very real risk. What you need next is an alternative cloud storage solution that helps you with document management, storage, and AI, without breaking your budget. 

Why A Robust NetSuite Document Management Process is Essential

Implementing a solid document management process extends well beyond simple storage; it’s about efficiency, risk mitigation, and collaboration.

Core Benefits of Better Document Management:

• Enhanced Efficiency and Productivity: Employees spend significantly less time searching for documents. Automated features for naming, categorization, and version control reduce the need for manual filing, saving time for higher-value tasks.
• Improved Compliance and Reduced Risk:
  • Audit Trails: Every action taken on a document (viewed, edited, deleted) is logged, creating a complete and indisputable audit trail. This is crucial for meeting regulatory requirements like HIPAA, GDPR, and SOC 2.
  • Data Security: Centralized storage allows IT to enforce security policies universally.
• Better Data Integrity and Accuracy:
  • Single Source of Truth (SSOT): All relevant business documents are stored in one place, eliminating data silos.
  • Reduced Duplication: The system prevents saving multiple copies of the same file, saving on storage space and ensuring consistency.
• Enhanced Collaboration: Documents can be securely shared and accessed by multiple users simultaneously, accelerating teamwork and supporting remote accessibility.
• Unlock the Power of AI: Good document management provides the prerequisites to better leverage the next-gen benefits of AI tools like Microsoft Copilot to summarize files, ask questions about them, generate FAQs, extract information across files, and even provide audio overviews.

Increased visibility into all aspects of the business makes everything run better. With easy access, real-time collaboration, and compliance with enterprise-grade security, Microsoft OneDrive and SharePoint lay the ideal groundwork for modern document management.

ExtendDocs: Automatically Save Files (and Budget!) 

That’s where ExtendDocs, the newest solution from CloudExtend, comes into play. It solves the costly problem of NetSuite File Cabinet storage limits.

ExtendDocs integrates with NetSuite and securely connects to SharePoint and OneDrive. This allows you to share and store a virtually unlimited volume of documents within NetSuite records—without consuming expensive File Cabinet storage space.

Files can be connected to NetSuite using simple drag-and-drop or direct upload to OneDrive and SharePoint, supporting file sizes up to 250GB, with no restrictions on file type. When paired with our Outlook Connector (ExtendSync), all your email file attachments will also sync to OneDrive/SharePoint.

In addition, storing files in OneDrive instead of directly in NetSuite allows you to leverage AI tools like Microsoft Copilot and other agents to do things not possible in NetSuite. AI tools can summarize files, ask questions about them, generate FAQs, extract information across files, and even provide audio overviews.

Key ExtendDocs Capabilities for NetSuite: 

• Folder Automation: Automatically create a new set of associated SharePoint or OneDrive folders with each new NetSuite record.
• Unified Search: Search SharePoint and OneDrive files without ever leaving the NetSuite interface.
• Cost Savings: Centralize access to related documents while saving significantly on NetSuite storage space.

ExtendDocs Value Proposition:

ExtendDocs extends your NetSuite document storage to give the entire team a holistic view of customer activities and related documents associated to each NetSuite record. This will:

• Eliminate information silos
• Reduce costs, not storage capacity
• Increase NetSuite adoption by making data more accessible

ExtendDocs also gives you full ownership of your files by storing them in open, portable formats. This future-proofs your documents ensuring that even if your ERP platform changes, your most important files stay with you.

ExtendDocs + ExtendSync Outlook Connector = Automated Document Management

For those of you already using our powerful ExtendSync integration between Outlook and NetSuite CRM, your workflow can become even more powerful by adding ExtendDocs.

While ExtendSync users can save email attachments in NetSuite, the files remain locked in NetSuite, consuming storage space with limited functionality.

Add ExtendDocs to the mix, and you can automate document management for any email attachments. ExtendDocs will:

• Store your email attachments in OneDrive/SharePoint in your specified folder structure 
• Make those files visible to you in NetSuite 
• Support files attached by our revolutionary Autopilot feature

And don’t worry, Google fans. We haven’t forgotten you—stay tuned for more updates that will bring ExtendDocs capabilities to Google Workspace in 2026.

Free your files and increase visibility into all aspects of your business without taking up valuable NetSuite File Cabinet space. Try ExtendDocs now—FREE!