Version: eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

eXtendFiles version 1.7.0 and later includes a redesigned, more user-friendly interactive setup page.

Prerequisites

  1. eXtendFiles 1.7.0 and above
  2. The New eXtendFiles Configuration Page Link has been added

Using the eXtendFiles Configuration Page

Compared to the previous eXtendFiles Setup page, the eXtendFiles Configuration screen allows more user-friendly options for feature configuration and review. You can access the new eXtendFiles Configuration page at eXtendTech → eXtendFiles → eXtendFiles Configuration.

If missing, you may need to add the New eXtendFiles Configuration Page Link.

Initial Configuration

During the initial configuration of eXtendFiles, a guided setup will walk you through the core eXtendFiles configuration steps for: 1) Subdomain registration, 2) NetSuite authentication, 3) certificate configuration, and 4) core eXtendFiles preferences.
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Feature Configuration

When enabling features on the eXtendFiles Configuration page, most will have multi-step configuration guidance to walk through configuration of the feature. Each page will also have help text and related knowledge base articles present. You can access the different feature sections in the left sidebar.

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Storage Settings

Storage Settings allows setting or changing your storage and sharing settings.

General

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Storage Information

Here you can update your storage configuration.

Instructions for configuring different cloud storage providers with eXtendFiles are found below:

Versioning & Additional Settings

Versioning
Enable this preference if you want to use file versioning for uploaded files.
Prior to enabling this preference, ensure that the file versioning feature is enabled on your storage bucket. This feature is only available for Amazon S3, Microsoft Azure, Oracle Object Storage, and Dropbox.

Delete Files From Storage
If you want to delete the files from cloud storage when you delete the eXtendFiles record from your NetSuite account, enable this preference. For more details on this feature, please refer to Configure eXtendFiles to Delete Backend Storage File Upon eXtendFile Deletion.

Direct Upload
When using Amazon S3 or Microsoft Azure, direct upload can be enabled for increased upload performance.

Share Settings

When using an applicable cloud storage provider, the sharing settings in eXtendFiles allow you to configure permissions for who can view or share files.

Instructions on configuring sharing settings in eXtendFiles is available at: Configure eXtendFiles File Sharing Settings.
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eXtendFiles Settings

eXtendFiles Settings allows configuration of core eXtendFiles authentication and preferences, along with advanced settings.

OAuth & Certification

To create access tokens for eXtendFiles, see Generating a new Access Token
To update OAuth 2.0 Client Credentials for eXtendFiles, see Updating OAuth 2.0 Client Credentials (M2M)

Preference Setup

To configure file flow, file deletion, and preview/thumbnail generation:

Advanced Settings

Advanced Settings contains optional settings that may be required based on your specific NetSuite environment. Not all settings are mandatory.

File Restrictions

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To restrict file uploads based on file extension or file size, see Configure Restricted File Extensions in eXtendFiles and eXtendFiles File Size Limitations.

Entity Types

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If you have renamed the native NetSuite entity record types, specify the updated values here. For example, if you have renamed "Customer" to "Client", you can configure that reference here. You can confirm if these have been renamed in your environment at Setup → Company → Rename Records/Transactions.
The name of these entity types should be listed exactly as shown on the Rename Records/Transactions page in NetSuite.

Additional Settings

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  1. iFrame Width in eXtendFiles Record
    Specify the width (in percent) for the iframe of the file upload area in the eXtendFiles record. The default value is 100%.
  2. Inline HTML List View Width
    Specify the width in pixels (e.g., 300px) for the iframe of the inline file list. The default value is 300px. Note: The maximum width will be controlled by the NetSuite form column configuration.
  3. File IDs To Clone In Multi-File Uploads
    For additional record types configured for eXtendFiles beyond the default ones, specify the extra eXtendFiles record references as comma-separated values that need to be cloned during multi-file uploads. This supports multi-file uploads on additional record types enabled for use with eXtendFiles.

    For example, if you have added eXtendFiles to the “Task” and “Employee” records using the eXtendFiles record references “custrecord_extfile_task_ref” and “custrecord_extfile_emp_ref” respectively, add those fields to FILE IDS TO CLONE IN MULTI-FILE UPLOAD as: custrecord_extfile_task_ref,custrecord_extfile_emp_ref
  4. Avoid Setting Customer/Vendor
    eXtendFiles uploaded on transaction records are automatically linked with their related customer/vendor record. If you do not want to set the customer/vendor reference automatically on the files uploaded on the transaction records, enable this preference.

File Migration

  1. File Migration Dedicated Queue Name
    This field is used by eXtendTech for eXtendFiles file migration projects. Leave this field empty unless instructed otherwise by eXtendTech.
  2. Allow File Migration/Conversion In Sandbox & RP Accounts
    When enabled in a Sandbox or Release Preview environment, this preference will allow file migration and file conversion processes to run. By default, these are not enabled in Sandbox and Release Preview environments. See Restricting File Migration and File Conversion in Sandbox & Release Preview Environments

Feature Configuration

Record (Body) Level Upload

Line Level Upload

To configure line level upload, see Enabling Line Level Upload in eXtendFiles

Inline Link List Display

To configure inline link list display, see Configure eXtendFiles Inline List Link Display on a Record

Public Upload

To configure public upload, see Configuring Public Upload in eXtendFiles

File Picker

Auto Generate URLs

To configure auto generated URLs, see Automatically Generate Approval and Public Upload URLs

Other Notes

  1. The search in the sidebar can be used to find features and settings across the different areas of eXtendFiles
  2. You can use the "Need Help? option to open a new email to support@extendtech.net for questions or issues
  3. Hovering over "Version Info" will list the currently installed frontend and backend version of eXtendFiles in your environment
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Frequently Asked Questions (FAQs)

Q: Where can I access the new eXtendFiles Configuration page?
A: The eXtendFiles Configuration page is accessible at eXtendTech → eXtendFiles → eXtendFiles Configuration for eXtendFiles 1.7.0 and above. You may need to add the New eXtendFiles Configuration Page Link if it is not present.

Q: Can I still use the original eXtendFiles Setup page?
A: Yes, the original eXtendFiles Setup page is available at eXtendTech → eXtendFiles → Setup.