Version: eXtendFiles all versions
Audience: User

Overview

With eXtendFiles, you can use the File Picker to visually select and link an existing eXtendFile's URL to a transaction body field on your opportunity, estimate, sales order, or purchase order.

Usage

  1. On your file picker-enabled transaction, click the File Picker button to open the file picker.

  2. The file picker has a file name search and filters for finding the file you are wanting to select.


  3. Hovering over a file will show additional information about the file. See Configuring File Picker Hover Columns for configuring which details are shown.

  4. Click the file which you want to use on your transaction.


  5. The file picker will close and your selected file's URL will be populated in your associated file picker body field.

Video Demo