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Travis PlettTravis Plett
    Post count: 142
    1. Make sure that pop-ups and URL links are not being blocked in the browser or by a third party security application on the workstation. Check the workstation and browser for all security apps including: browser add-ons, firewall, anti-virus, anti-malware, popup blocker, spam blocker, app approvals. A good test would be to try it on a brand new PC or VM that has nothing but the operating system installed.
    2. The user needs to be able to open the SharePoint site in the same browser as Business Central without being prompted to login or an app approval. If they are prompted, DocXtender will not be able to connect automatically. The login is just cached in a browser SharePoint cookie, nothing is stored in Business Central. This is exactly the same as if you log into SharePoint and use the “remember me” option. Running in a private window or different browser, or logging out of the Microsoft login, will prompt you to log into SharePoint again. If the browser cannot save the SharePoint login it will not be able to retrieve the link after the file is sent.
    3. Make sure that both the SharePoint Site and SharePoint Host fields are filled in on DocXtender Setup (must be first level site, not a sub-site).
    4. A file in SharePoint will be saved as a link (not an attachment) so some pages may need to be personalized to show the Links tab in addition to the Attachments tab.
    5. Make sure that the user can manually create SharePoint folders and drag & drop a file into the new folder when not using DocXtender.
    6. Try removing the SharePoint Folder from the DocXtender Setup to see if that helps. The user might have access to the root SharePoint site, but not to sub-folders.
    7: Try a different browser (Chrome or Firefox). Do not use incognito or private mode as it will not have access to the cookies required to connect to SharePoint.
    8. If this is a duplicate file you want to add, change Duplicate Behavior to Replace or Automatically Rename.
    9. DocXtender does not manage the SharePoint login, so if you still cannot log into SharePoint, set “File Storage Behavior” = Document Attachments in DocXtender Setup to use regular Business Central attachments.