Setting up document management involves creating an attachments folder and mapping the attachments folder to the server. For information on setting up physically stored Service Management attachments, see Setting up physically stored document attachmentsPhysically Stored Document Attachments.
Step 1: Create an Attachments Folder
Complete the following steps to create a folder to hold your attachments.
Before performing this procedure, make sure no one is logged into Microsoft Dynamics GP or Service Management or Job Cost. |
Create a \docs folder under the \Microsoft Dynamics GP folder on the shared server.
The attachments folder must be created on the shared Microsoft Dynamics GP server so everyone can access the attachments.
Create the following folders under \docs:
Service Management
\customer
\location
\equip
\contract
\calls
\subloc
\equtype
\model
\quote
\appointments
Job Cost
\job
\project
\changed
\subctr
\appointments
...