Configure DocXtender Permissions

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byInsight Works
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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 IWX COMMON permission set.
  5. Input Permission set for:
    • Administrator: DOCX-SETUP
    • User: DOCX-USER
  6. Close User Card (changes made are automatically saved).
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2 Comments

  1. Gary Winey
    Gary Winey July 23, 2020 at 2:39 pm

    For version 2.0.7461.0, it appears the permission set is IWORKS COMMON.

  2. Gary Winey
    Gary Winey July 23, 2020 at 1:28 pm

    We had to play around with the SharePoint configuration a bit to get it to work the way we wanted.

    1. Mappings to DocXtender Setup SharePoint fields from SharePoint url

    https://your.sharepoint.com/sites/DMSDocXtender/Shared Documents/ClientName/plus/more/if/you/need/them
    | | | | | |
    ———————————- —————————- ——————–
    |-> SharePoint Host |-> SharePoint Site |-> SharePoint Folder
    your.sharepoint.com DMSDocXtender ClientName

    2. The Documents folder in the main SharePoint site or any other site ends up being Shared Documents in the generated url
    3. Any file path(s) specified in the SharePoint Folder will be generated, always as sub folder(s) under the Documents folder
    4. After attaching files, if you click the vertical ellipses and select edit
    a. Text files and PDFs will display the path specified in the SharePoint configuration
    https://your.sharepoint.com/sites/DMSDocXtender/Shared%20Documents/ClientName/Item/1000/DocXtender%20Test.txt

    b. All other files (including Csvs) will display a different path although the files will be in the proper place in SharePoint
    https://your.sharepoint.com/sites/DMSDocXtender/_layouts/15/Doc.aspx?sourcedoc=%7BC2D30022-F8E9-4D5A-994D-3FF1FD04C8CB%7D&file=DocXtender%20Test%20Upload.docx&action=default&mobileredirect=true

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