Document attachment in Dynamics GP
10/02/18 14:48 Filed in: Dynamics GP | System
From version 2013R2, Microsoft introduced a new way to manage document attachments in Dynamics GP. We call this functionality DocAttach. DocAttach is an excellent functionality that allows users to add all sorts of documents to either master records or transaction records within the application.
DocAttach Configuration
The setup window of DocAttach allows you to configure the basic parameters of this function, as follows:
Use of DocAttach
To attach a document to a transaction, for example, you need only to access the Document Attachment window using the provided button in the ribbon or menu:
The ensuing Document attachment management window allow you to add any type of document, view or delete (if allowed) attached documents, as well as add descriptions and attribute values depending on configuration, as shown below:
It is noteworthy that Dynamics GP also supports TWAIN devices to directly scan documents into the DocAttach window. Also, all attachments are stored in the company's SQL database and associated to the record by the corresponding key, so the attachments can be viewed in the inquiry windows as well.
For a demonstration of how DocAttach works, please see our short video published in our YouTube channel.
In summary, DocAttach is an excellent functionality that can help you eliminate paper and take the first steps in your company's digital transformation.
DocAttach Configuration
The setup window of DocAttach allows you to configure the basic parameters of this function, as follows:
- Enable/disable the functionality
- Control the maximum size of attachments
- Allow/not allow the deletion of attached documents with optional password
- Allow the flow of a master record attachment to any transaction that uses that master record
- Allow the definition of custom attributes you may want to track for each attachment. Attribute values are stored with the attachments and can be reported on via reports or smart lists.
- Allow the sending of attachments via email for supported transaction types.
Use of DocAttach
To attach a document to a transaction, for example, you need only to access the Document Attachment window using the provided button in the ribbon or menu:
The ensuing Document attachment management window allow you to add any type of document, view or delete (if allowed) attached documents, as well as add descriptions and attribute values depending on configuration, as shown below:
It is noteworthy that Dynamics GP also supports TWAIN devices to directly scan documents into the DocAttach window. Also, all attachments are stored in the company's SQL database and associated to the record by the corresponding key, so the attachments can be viewed in the inquiry windows as well.
For a demonstration of how DocAttach works, please see our short video published in our YouTube channel.
In summary, DocAttach is an excellent functionality that can help you eliminate paper and take the first steps in your company's digital transformation.