Version: eXtendFiles 1.5.5 and above
Audience: User

Overview

The eXtendFiles Inline Upload feature allows you to upload files directly on your NetSuite records using a drag and drop upload area.

Inline file upload also supports following:
  • Option to set metadata fields on the resulting eXtendFiles record, such as file type, category, or your own custom fields.
  • Mark certain metadata fields mandatory.
  • Ability to upload files at line level.
  • Form placement using native NetSuite custom form configurations.
  • It can be configured on almost any NetSuite record type.

Usage

After the eXtendFiles Inline Upload feature has been configured by your NetSuite Administrator, you can use the drag and drop upload area in either Edit Mode or View Mode to upload files to your records. View mode is recommended. Create mode is not supported.

1. Go to the record that has inline upload functionality enabled.

2. If prompted to set File Attributes, add the appropriate attributes to your files.
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Note: To clear a selected value, click “Clear Field”.

3. Use the Choose files to upload button to select one or more files or drag and drop your files for upload. Due to NetSuite governance limitations, a maximum of 15 files can be uploaded at a time.
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4. Your files will be uploaded and associated with your record.

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