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. Go to eXtendTech → eXtendFiles → eXtendFiles Configuration
   

1. Basic Setup
   
2. OAuth & Certification
   
3. Preference Setup
   
4. Collaboration Settings
   

Basic Setup

1. Subdomain
   If the eXtendFiles Configuration page is being opened for the first time, a subdomain registration page will open. Specify the subdomain for your account. 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.
   
2. Company Logo
   Upload your company logo in .png format. This will be used on the single-file and multi-file approval forms.

OAuth & Certification

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

Preference Setup

1. Maximum Number of Files on Parent
   Specify the maximum number of eXtendFiles records to process in a single batch. Exceeding this limit will trigger a batch job to handle the remaining records.
2. Inline View Max Preview Size (MB)
   If the generated preview image exceeds the specified maximum size, the system will automatically substitute the thumbnail image to prevent performance issues.
3. Link Files To Related Transactions
   Enable this preference to utilize Linked Transaction File Flow in eXtendFiles.
4. Delete Files from Related Transactions
   
   Enable this option to remove files from linked transactions (e.g., Sales Order, Quote, Purchase Order) when deleted from one transaction.
   
5. Generate Preview for Uploaded Files
   Enable this preference to create a preview image for uploaded files. Uncheck to skip image generation.
6. Generate Thumbnail for Uploaded Files
   Enable this preference to create thumbnail images for uploaded files. Uncheck to skip thumbnail generation.
   

Collaboration Settings

1. Template Saved Search ID
   Saved Search Id for getting the single/multi approval templates. Configure only if you need to modify the fields that are being displayed on single/multi approval templates.
2. Approve/Reject Saved Search ID
   Saved Search Id for single/multi approval templates. Configure only if you need to modify the criteria on which records are approved/rejected through approval templates upon click of Approve/Reject (all) buttons.
3. Max Number of Records in Multi-Approval
   Enter the maximum number of records to be shown on the multi-approval template.
4. Use Workflow to generate URL
   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. Regenerate Session Token
   This button regenerates the OAuth 2.0 session token used for eXtendFiles uploads. It isn't needed during initial eXtendFiles configuration.

Signed Approval URL

Multi-Approval Setup

• See Configuring eXtendFiles Multi-Approval on any record type.
  

Template Upload

• See Configuring eXtendFiles Multi-Approval on any record type