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).