Setting up the Advanced Document Management module involves creating an attachments folder and mapping the attachments folder to the server.

Create

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the Attachments

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Complete the following steps to create a \docs folder and then sub-folders to hold your attachments.

Before performing this procedure, make sure no one is logged into Microsoft Dynamics GP or Service Management or Job Cost.

To create the Attachments folders:

Create a \docs folder under the \Microsoft Dynamics GP folder on the shared server. The attachments folder folders must be created on the shared server so everyone can access the attachments.
Create the following folders under \docs:
- Service Management
  - \appointments
  - \calls
  - \contract
  - \customer
  - \equip
  - \equtype
  - \location
  - \mastercontract
  - \model
  - \model
  - \quote
  - \subloc
- Job Cost
  - \changeOd
  - \costcode
  - \forecast
  - \job
  - \project
  - \subctr
- TimeTrack
  - \timetrack

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