The following section describes DocXtender configuration for set up.

User Configuration

The DocXtender Permission Set provides access to features for individual users.

Set user permissions

1. Navigate to Users.
2. Locate user, select icon, and select Edit (User Card opens).
3. Scroll down to Permission Set.
4. Input IWORKS COMMON permission set.
5. Input Permission set for:
   • Administrator: DOCX-SETUP
   • User: DOCX-USER
6. Close User Card (changes made are automatically saved).

Permissions Required for Document Attachments and DocXtender

Business Central and DocXtender use separate permissions for the Documents FactBox and the DocXtender drag-and-drop area that appears within it.

Base Business Central Documents area

The standard Documents area uses Microsoft’s Doc. Attachment List Factbox and the Document Attachment table.

Users require access to the Document Attachment table:

• Read permission is required to view existing attachments.
• Insert, Modify, and Delete permissions are required to fully manage attachments, including uploading files.

Microsoft’s standard D365 Basic – Read permission set provides read access to Document Attachment, while D365 Basic – Edit provides the additional Insert, Modify, and Delete permissions. These permissions are also included through broader standard Business Central permission sets such as D365 BUS FULL ACCESS.

If the entire Documents FactBox is missing, first verify that the user has the appropriate standard Business Central permissions.

DocXtender drag-and-drop area

DocXtender extends Microsoft’s Doc. Attachment List Factbox and adds the DocXtender drag-and-drop control to it.

Users who need to use DocXtender should be assigned:

DOCX-USER – DocXtender User

This permission set provides normal users with access to the DocXtender objects and read access to the DocXtender setup required by the drag-and-drop control.

Users responsible for configuring DocXtender can instead be assigned:

DOCX-SETUP – DocXtender Setup

The setup permission provides additional permissions to modify the DocXtender configuration.

Troubleshooting

If the Documents FactBox is visible but the DocXtender drag-and-drop area is missing, verify that the user has DOCX-USER assigned.

If the entire Documents FactBox is missing, verify the user’s standard Business Central permissions to the Document Attachment table first.

For users who upload documents through DocXtender, they normally require both the appropriate Business Central permissions for document attachments and the DOCX-USER permission set.