Configure DocXtender Permissions

Configure DocXtender Permissions

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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 IWORKS 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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3 Comments

  1. Kelly Appiani
    Kelly Appiani September 10, 2022 at 4:32 am

    I have installed DocXtender & added permissions, but the Flow to Purch. Trx toggle is greyed out. Is this a permission issue?

    • Travis Plett
      Travis Plett September 16, 2022 at 7:25 am

      DocXtender is just a drag & drop interface for attachments, it does not manage attachments or flow functions. What you are describing is a base Business Central function (or some other addon app), so you would need to check with Microsoft or the addon provider.

  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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