Dynamics GP 2013 Document Attachment Feature

By Tracey BrinkmanCompany, System, With 0 comments

To get started with this new feature in Dynamics GP 2013, you will want to launch the application and go to Microsoft Dynamics GP>>Tools>>Setup>>Company>>Document Attachment Setup.

docattachvendor

Within the Document Attachment Setup window, you will be prompted to enter a default location for the files to reside, a maximum file size and whether or not you want to delete the original file after you perform the attachment.

This new feature will work on the following Master Records and Transactions.

After you complete your setup, you will now notice a small paper in the right corner of the featured master record and transaction windows.  Below is an example of the Vendor Master window along with an example of an attached word document.

docattachsetup

docattachexample