eXtendfiles

Process Presentation (December 2024)

Searching for Existing Files

ExtendFiles Pre-Sales Order Process Map

Attaching New or Existing Files to Transactions

Reviewing Files on Transactions / Approval List

Troubleshooting

Process Presentation (December 2024)

extendfiles: change process review - 2024/12/18 09:48 PST - Recording

Video Recording of Meeting

extendfiles change process

PowerPoint Presentation

Searching for Existing Files

Searching for eXtendfiles under a Customer

ExtendFiles Pre-Sales Order Process Map

Attaching New or Existing Files to Transactions

Attaching existing eXtendfiles to a TransactionProcess for attaching existing tech-packs to transactions

For Sales - Attaching existing files

Opportunity eXtendfiles (Tech Packs)Process for uploading extendfiles to opportunities (tech packs)

For Design - Uploading New Tech Packs

Project Task eXtendfiles (EX Decks, Customer Art/Inspo)Shows how extend files are uploaded on project tasks (primarily ex decks) and what references are created during the upload

For Design - Uploading New Decks

Sales - Customer Art

Reviewing Files on Transactions / Approval List

NetSuite Order Artwork Approval ListHow to preview the link that gets sent to customers from the quote and how to see why art is or isn't showing in the list

Reviewing eXtendfiles on Transactions

Troubleshooting

Generate Pre-Signed URLHow to generate the pre-signed URL on extendfile records if it is not present

Restoring Files in NetSuite

Requesting a Legacy Tech Pack to be added to NetsuiteWhen we transitioned to NetSuite, not all tech packs were moved over since we have such a large amount of artwork. We focused on customer's who had ordered in the last year and artwork made in the last 6 months. This means you sometimes may need existing tech packs to be added to NetSuite for re-orders

eXtendfiles Dupe Management

Tech Pack Dupe Audit Saved Search

EX Deck Dupe Audit Saved Search

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