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
- eXtendFiles 1.7.0 and above
- 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.

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.

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

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.
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.
- Configure eXtendFiles for Direct Upload to Amazon S3
- Configure eXtendFiles for Direct Upload to Microsoft Azure
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.

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:
- Linked Transaction File Flow in eXtendFiles
- Configure eXtendFiles to Delete Backend Storage File Upon eXtendFile Deletion
- Generation of Preview and Thumbnail Images
Advanced Settings
Advanced Settings contains optional settings that may be required based on your specific NetSuite environment. Not all settings are mandatory.
File Restrictions

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

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

- iFrame Width in eXtendFiles RecordSpecify the width (in percent) for the iframe of the file upload area in the eXtendFiles record. The default value is 100%.
- 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. - 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
- 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
- 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. - 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
To configure record level upload,
see Configure the eXtendFiles
Record (Body) Level Upload
Feature
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
To configure file picker,
see Configuring
the eXtendFiles File Picker
Feature
Auto Generate URLs
To configure auto generated URLs,
see Automatically
Generate Approval and Public
Upload URLs
Other Notes
- The search in the sidebar can be used to
find features and settings across the
different areas of eXtendFiles
- You can use the "Need Help? option to open
a new email to support@extendtech.net for
questions or issues
- Hovering over "Version Info" will list the
currently installed frontend and backend
version of eXtendFiles in your
environment

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.
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.