Use Case
- Register a subdomain for your
account.
- Upload the company logo which will
be used on public upload, approval, and
error pages.
- Configure the multi-file approval
feature. Note: This is only for the Collaboration Edition of eXtendFiles.
Summary
Prerequisites
- OAuth Token Generation needs to have been completed.
See Generating a new Access Token for more information. - OAuth 2.0 Client Credentials (M2M) configuration needs to have been completed.
See Creating OAuth 2.0 Client Credentials (M2M) for more information. - Company logo
A .png file of your company logo (for use on public upload, approval, and error pages) needs to be available for upload. - Approval Templates
Download the approval templates provided by eXtendTech.
Configuration
- Basic Setup
- General Configuration
- Multi Approval
- Certificate Configuration
Basic Configuration
FIELD | DESCRIPTION |
OAUTH
TOKEN
ID | Specify
the OAuth Token ID for
eXtendFiles |
OAUTH
TOKEN
SECRET | Specify
the
OAuth Token Secret for
eXtendFiles |
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. Note: If
you are not prompted
for subdomain
registration, and if
this
field is
disabled and
pre-populated, you
may
have another
eXtendTech bundle installed/configured in your account and the subdomain registration is already complete. |
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. |
COMPANY
LOGO
(PNG) | Upload
your company logo (in .png format). This
will be
used on the Single-File
and Multi-File Approval
web forms. |
MULTI-APPROVAL
TEMPLATE | Upload
the
Multi-File Approval
Template to be used to
render the Multi-File
Approval web
form. By
default, this will be used
for Multi-File
Approvals on the Quote and
Sales Order records. For
additional record types, please see Configuring
eXtendFiles
Multi-Approval on
any record
type. |
APPROVAL
TEMPLATE | Upload
the Single-File Approval
Template to be used
to render the Single-File
Approval web
form. |
General Configuration
FIELD | DESCRIPTION |
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 fields
you wish to display on the
external web
forms. |
MAX
NUMBER OF
RECORDS IN
MULTI-APPROVAL | Enter
the maximum
number of records to be
shown on the
Multi-Approval
Template. |
SAVED
SEARCH ID FOR
APPROVE/REJECT | Specify
the Saved
Search Id 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 Quote and Sales
Order
records. |
USE
WORKFLOW
TO GENERATE
MULTI-APPROVAL URL ON
SO AND
ESTIMATE? | Generally, the approval URLs on 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 Quote/Sales Order records, enable this preference. See Configuring
eXtendFiles
Multi-Approval on
any record
type for more information. |
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
pre-defined amount of
time. |
APPROVAL
TOKEN | If you have
checked 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. |
REGENERATE SESSION TOKEN | If you are configuring the eXtendFile Approval Setup for the first time, you can skip this button. This button regenerates the OAuth 2.0 session token used for eXtendFiles upload. |
APPROVAL
URL EXPIRY
TIME | Specify the
expiration time after which
the 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
- Specify the certificate ID present on the OAuth 2.0 Client Credentials (M2M) (see Prerequisites #2).
- Based on the information provided by eXtendTech, select either certificate A or B.