Version: eXtendFiles 1.6.5 and above
Audience: User

Overview

eXtendFiles allows you to upload files directly to individual line items on specific NetSuite transaction records. This feature enhances your ability to organize and manage files within your transactions.

Supported Transaction Types

  • Opportunity
  • Estimate (Quote)
  • Sales Order
  • Purchase Order
  • Expense Report

Setup

To enable line level file uploads, your NetSuite Administrator needs to configure the following:
  • Enable and configure the line level file upload feature for your desired transaction types
  • Add the eXtend Files File Upload {custcol_extend_files_file_upload} column to your custom transaction forms
  • Set the maximum number of lines allowed for line level uploads in the eXtendFiles Setup page

For detailed configuration instructions, refer to our guide on Enabling Line Item Level File Upload in eXtendFiles.

How to Use

  1. Open the desired transaction record in view mode
    While Inline Upload is supported in both Edit mode and View mode, Line Level Upload is only supported in View mode.
  2. Locate the EXTEND FILES FILE UPLOAD field in the item sublist
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  3. If configured, fill in any custom attributes (e.g., "File Type")
  4. Drag and drop your file(s) into the upload area, or click to select files
  5. Wait for the upload to complete - you'll see a success message when it's complete
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  6. The uploaded file will appear in the eXtendFiles inline link view (if configured)
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  7. The inline link view will show the uploaded file name, link, and line item reference as shown in the screenshot above

Frequently Asked Questions (FAQs)

Q: Can I adjust the size of the file upload area?
A: You can adjust the height by configuring the body-level inline file upload feature. The width is set dynamically by NetSuite and cannot be changed.

Q: Can I upload multiple files at once?
A: Yes, you can upload multiple files to a single line item simultaneously. However, to ensure proper linking, avoid uploading to multiple line items at the same time.

Q: Where can I find more information about the inline link view?

A: For details on the inline link view, check our guide on the eXtendFiles inline link view.

Q: What transaction types support the line item file upload feature in eXtendFiles?
A: The line item file upload feature currently supports Opportunity, Quote (Estimate), Sales Order, Purchase Order, and Expense record transaction types.