From Microsoft Office 365 Business Central, DocXtender can be configured manually for a custom setup.

Configure DocXtender Storage

1. Search for “DocXtender Setup” in Business Central and open (DocXtender Setup opens).
2. Define and adjust settings as required (changes are automatically saved):
   • File Storage Behavior: select either Document Attachments (stored internally in Dynamics 365 Business Central’s Document Attachments) or SharePoint (stored externally in SharePoint).
   • Drop Behavior: Select Silent (no notification) or Confirmation (notification when a document has been attached or uploaded.).
   • Duplicate Behavior: Select one of the following:
     • Prevent (duplicates will not be attached or uploaded)
     • Rename Automatically (duplicates will be renamed)
     • Rename Prompt (user will be prompted to rename duplicate; not supported by SharePoint option)
     • Replace (duplicates overwrite existing file; not supported by Document Attachment option)
   • SharePoint Host: Input your company’s host (e.g., usually set to “[yourcompanyname].sharepoint.com”).
     • Note: DocXtender currently only supports SharePoint online hosts. You cannot specify a self-hosted SharePoint server here.
   • SharePoint Site: Input the site name to upload documents to (optional, but recommended).
   • SharePoint Folder: Input the parent folder name documents will upload to on the SharePoint Site previously specified (optional, but recommended).  DocXtender does not support multiple document libraries within the same site, this should be the folder name within the default document library. The path to a dropped file as it’s uploaded to SharePoint will be:
     • Sharepoint Host
       • Sharepoint Site
         • Default document library for the site (typically ‘Shared Documents’). DocXtender does not currently support multiple document libraries within the same site.
           • Sharepoint Folder (this is optional)
             • Document Type (i.e Sales Order, Purchase Order, Quality Inspection Test)
               • Document Number
                 • The attachments themselves

General Field Information

• File Storage Behavior: Specifies where files attached using DocXtender are stored:
  • Document Attachments: Stores files internally using Business Central Document Attachments.
  • SharePoint: Stores files externally in SharePoint.
  • External File Account (Experimental): Uses an external file account configured through Business Central.
• Drop Behavior: Specifies what happens after a file is attached or uploaded:
  • Silent: Attaches or uploads the file without displaying a confirmation.
  • Confirmation: Displays a notification when the document has been attached or uploaded.
• Duplicate Behavior: Specifies how DocXtender handles a file with the same name as an existing attachment:
  • Prevent: The duplicate file is not attached or uploaded.
  • Rename Automatically: DocXtender automatically renames the duplicate.
  • Rename Prompt: The user is prompted to rename the duplicate.
  • Replace Automatically: The existing file is replaced.

Note: The available duplicate behavior depends on the storage and integration configuration. Rename Prompt cannot be used with Non-Interactive Integration because a background process cannot respond to the prompt. Interactive SharePoint drag-and-drop uploads replace matching files automatically.

If External File Account (Experimental) is selected as the File Storage Behavior, use External File Account to select the account that DocXtender will use.

Configure SharePoint Storage

The following settings apply when File Storage Behavior is set to SharePoint:

• SharePoint Host: Enter your company’s SharePoint host. This will usually be in the format yourcompanyname.sharepoint.com.

  Do not enter a complete URL. DocXtender currently supports SharePoint Online and does not support a self-hosted SharePoint server.

• SharePoint Site: Enter the SharePoint site name where documents will be uploaded. This is optional but recommended.

• SharePoint Folder: Enter the parent folder where documents will be uploaded within the SharePoint site. This is optional but recommended.

  DocXtender uses the site’s default document library, typically Shared Documents. Multiple document libraries within the same SharePoint site are not currently supported.

Files are organized using the following structure:

• SharePoint Host
  • SharePoint Site
    • Default document library, typically Shared Documents
      • SharePoint Folder, if specified
        • Document Type, such as Sales Order, Purchase Order, or Quality Inspection Test
          • Document Number
            • Attachments
• Link Attachment Mode: Specifies how links to files stored in SharePoint are represented in Business Central. Depending on the selected option, DocXtender can create both a Record Link and Document Attachment entry, or only a Record Link.

Note: If you are using interactive SharePoint attachment functionality, ensure the browser allows the Business Central/SharePoint authentication popup. If popups are blocked, SharePoint authentication may not complete successfully.

Configure Non-Interactive Integration

The Non-Interactive Mode section is used when DocXtender needs to upload files without a user completing an interactive SharePoint login. This includes scenarios such as:

• Warehouse Insight image uploads
• Quality Inspector integrations
• Job queues
• Web services
• Other extensions or automated processes that upload documents through DocXtender

For SharePoint storage, non-interactive access requires an Entra ID/Azure app registration with a Client ID and Client Secret.

Configure the following fields:

• Client ID: The Application (client) ID from the Entra ID/Azure app registration.
• Client Secret: The client secret value created for the app registration.
• Non-Interactive Integration: Controls whether non-interactive uploads are enabled:
  • Disabled: Non-interactive integration is disabled.
  • All except Drag-and-Drop: Uses non-interactive authentication for integrations and background processes while normal drag-and-drop uploads continue to use interactive authentication.
  • All including Drag-and-Drop (Experimental): Uses non-interactive authentication for integrations and drag-and-drop uploads.
• Auto Create Share Link: When enabled, DocXtender automatically creates a SharePoint share link and attaches it to the Business Central record when a file is uploaded to SharePoint using Non-Interactive Mode.

Important: A Client ID and Client Secret must be configured before Non-Interactive Integration can be enabled.

For the complete procedure to create the app registration, configure Microsoft Graph permissions, create the client secret, and enable Non-Interactive Mode, see Connect SharePoint using Non-Interactive Mode with DocXtender.

This additional configuration is required if you receive the message:

The Client ID or Secret are missing. Please navigate to the DocXtender Setup page and complete the setup for Non-Interactive Mode.

Test the SharePoint Connection

After configuring Non-Interactive Mode for SharePoint:

1. Open DocXtender Setup.
2. Select Test Connection.
3. DocXtender tests the SharePoint connection using the configured non-interactive credentials.

A successful test confirms that DocXtender can authenticate with SharePoint using the configured application credentials.

Related Information

• Configure DocXtender Permissions
• Configure SharePoint Storage
• Connect SharePoint using Non-Interactive Mode with DocXtender
• Troubleshooting DocXtender Attachments