Overview

Prerequisites

1. OAuth Token Generation needs to have been completed. See Generating a new Access Token for more information.
   
2. OAuth 2.0 Client Credentials (M2M) configuration needs to have been completed. See Creating OAuth 2.0 Client Credentials (M2M) for more information.
   
3. Company logo
   A .png file for your company logo (for use on public upload, approval, and error pages) needs to be available for upload.
4. Approval Templates
   Download the approval templates provided by eXtendTech.

Configuration

1. Basic Setup
   
2. General Configuration
   
3. Multi Approval
   
4. Certificate Configuration
   

Basic Setup

1. OAUTH TOKEN ID, OAUTH TOKEN SECRET
   NetSuite Access Tokens need to be generated and added to eXtendFiles for use. See Generating a new Access Token for instructions on access token generation.
2. EXTENDTECH SUBDOMAIN
   If the eXtendFiles Approval Setup is being opened for the first time, a subdomain registration page will open. Specify the subdomain for your account. Upon submission, you will be redirected to the eXtendFiles Approval Setup page. This subdomain will be used when creating external file URLs.
   

   If you are not prompted for subdomain registration, and if this field is disabled and prepopulated, you may have another eXtendTech application configured in your account and the subdomain registration is already complete.
   
3. CONCURRENT THREADS
   Specify the maximum number of concurrent requests eXtendFiles may use in your NetSuite account.

   
   

   See NetSuite's SuiteAnswers for information on how many threads are available within your account, and then decide how many you'd like to allocate towards eXtendFiles.
   
4. COMPANY LOGO(PNG)
   

   Upload your company logo in .png format. This will be used on the single-file and multi-file approval forms.
   
5. MULTI-APPROVAL TEMPLATE
   Upload the multi-file approval template to be used to render the multi-file approval form.
   
   By default, this will be used for multi-file approvals on Estimate (Quote) and Sales Order records. For additional record types, see Configuring eXtendFiles Multi-Approval on any record type.
6. APPROVAL TEMPLATE
   Upload the single-file approval template to be used to render the single-file approval form.

General Configuration

1. SAVED SEARCH ID FOR APPROVAL TEMPLATES
   Specify the Saved Search Id for getting fields/data for the single-file and multi-file approval templates. This saved search will provide the data for the fields you wish to display on the external web forms.
   
2. MAX NUMBER OF RECORDS IN MULTI-APPROVAL
   Enter the maximum number of records to be shown on the multi-approval template.
3. SAVED SEARCH ID FOR APPROVE/REJECT
   Specify the saved search id to use for single-file and multi-file approve/reject functionality.
   
   Note: this only needs to be modified if you need to change the criteria as to which files are available for approval/rejection on the web forms. This is applicable only for Estimate (Quote) and Sales Order records.
   
4. USE WORKFLOW TO GENERATE MULTI-APPROVAL URL ON SO AND ESTIMATE?
   Generally, approval URLs on Estimate (Quote) and Sales Order records are generated by scripts. However, to enable multi-file approval on any record type, the approval links are generated using a workflow.
   
   To use the workflow method instead of the script method on Estimate and Sales Order records, enable this preference. See Configuring eXtendFiles Multi-Approval on any record type for more information
   
5. SIGN APPROVAL URL
   If you want to sign single-file and multi-file approval URLs, enable this preference. This adds additional security by allowing you to expire URLs after a predefined amount of time.
   
6. APPROVAL TOKEN
   If you have enabled the SIGN APPROVAL URL preference above to generate signed URLs for file approvals, you will need to generate approval tokens which will be used for signing the approval URLs. To generate the tokens, click the REGENERATE TOKEN button. The generated token will be stored in the APPROVAL TOKEN field.
   
7. REGENERATE TOKEN
   This button is used when a new APPROVAL TOKEN needs to be generated. It will be stored in the APPROVAL TOKEN field.
8. REGENERATE SESSION TOKEN
   This button regenerates the OAuth 2.0 session token used for eXtendFiles uploads. It isn't needed during initial eXtendFiles configuration.
   
9. APPROVAL URL EXPIRY TIME
   Specify the expiration time after which generated approval URLs will expire. You can specify expiry time with the formats below:
   
   2days 3hours 6minutes 20seconds
   2day 3hour 6minute 20second
   2d 3h 6m 20s
   2days 3hours
   2day 3hour
   3hour 5minute
   2days
   2day
   3hours
   3hour
   5minutes
   5mins
   5min
   10seconds
   10sec
   10s
   
   Note: You can also specify the value as -1 which will make the URL non-expiring until the token is regenerated. If you are generating all URLs as public, you do not need to specify a value here
   

Multi Approval

Certificate Configuration

1. CERTIFICATE ID
   
   Specify the certificate ID present on the OAuth 2.0 Client Credentials (M2M) page for your configured client credentials. See Prerequisites #2.
   
2. CERTIFICATE TYPE
   Enter the certificate type provided by eXtendTech.