Introduction
eXtendFiles offers the capability to create
secure approval URLs. These URLs are
time-sensitive and are no longer
accessible once the specified duration has
passed. This feature is particularly
useful in situations where:
- You require approval URLs to be valid
for a certain timeframe.
- You wish to limit access to approval
URLs based on linked record
permissions without the need to adjust
the native NetSuite 'use permission'
list on the eXtendFiles record.
Before You Begin
- Ensure that the eXtendFiles Approvals and Secure Approval URLs feature has been
set up within your NetSuite account. If
you need assistance, please contact your
NetSuite Administrator.
How to Use
Generating a Secure Approval URL for a Single File
Either create a new eXtendFiles record or edit an existing one. Enable the "eXtendFiles - Generate Public Link" checkbox and save the record.
A secure approval URL will then be created in the "eXtendFiles - External Form URL" field. This URL will be valid for a period that your NetSuite Administrator has previously specified
Once the URL has expired, you can create a new secure approval URL by clicking the "Generate Approval Signed URL" button. Please note that the "eXtendFiles - Copy Approval URL" field must be visible on the eXtendFiles form for this function to work. If you cannot see this field, please contact your NetSuite Administrator.
Multi-File Secure Approval URL
Generation
Either create a new record or edit an existing one where you wish to generate a Multi-File Secure Approval URL. Enable the "Files Generate Approval URL" checkbox and save the record.
A secure approval URL will then be created in the “Files Approval URL” field. This secure approval URL will be valid for a duration which has been specified by your NetSuite Administrator.
Once the URL has expired, you can create a new secure approval URL by clicking the "Generate Approval Signed URL" button. Please ensure that the Inline HTML field configured on the eXtendFiles Approval Setup is visible on the form. If you cannot see this field, please contact your NetSuite Administrator.