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 Attachments.

...

Create

...

the Attachments

...

Folders

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

To create the Attachments folders:

1. Create a a \docs folder  folder under the the \Microsoft Dynamics GP folder  folder on the shared server.   The attachments folder folders must be created on the shared Microsoft Dynamics GP server so everyone can access the attachments.

2. Create the following folders under under \docs:

   • Service Management

     • \customerappointments

     • \calls

     • \

       location

       contract

     • \

       equip

       customer

     • \

       contract

       equip

     • \

       calls

       equtype

     • \

       subloc

       location

     • \

       equtype

       mastercontract

     • \model

     • \quote

     • \

       appointments 

       subloc

   • Job Cost

     • \changeOd

     • \costcode

     • \forecast

     • \job

     • \project

     • \

       changed

       subctr

       \subctr

   • TimeTrack

     • \

       appointments

       timetrack

...

Map the Attachments Folder to the Server

Add the following line to the DEX.INI file on each client workstation:
WS_DocRoot=H:\GP\

...

docs (must end in backslash)

• where H

  is

   is a shared mapped drive

• where GP

  is

   is the name of the Microsoft Dynamics GP folder on the shared SQL server

• where docs

  is

   is a folder in the Microsoft Dynamics GP folder

...

Map the Temporary Folder Location

You must specify a temporary folder to be used when viewing attachments that were copied to the database.

Add the following line to the the DEX.INI file  file on each client workstation.
Note: This temporary folder is emptied when you log out of the system. Do not use the folder for data storage.

WS_TempDir=C:\

...

temp (must end in backslash)

• where C

  is

   is the local drive

• where temp

  is

   is the name of the folder that will hold the attachments

Update the Next Document Number (Optional)

If you have multiple companies that are using document attachments, the "Copy File" method saves attachments for all companies to the same shared location. You will receive an error when saving an attachment if the next document number that defaults has already been used by another company.

You can set the next document number to be different for each company by updating the WSDOCS field in the WSSEQ table. The maximum document attachment number is 2,147,843,648; determine how you want to divide this number based on the number of companies you have.

For example, if you have three companies, you may select to start Company A with the next number of 1, but perform the following two SQL actions to update the next number for the other two companies: Company B: UPDATE WSSEQ SET WSDOCS = 715947882 Company C: UPDATE WSSEQ SET WSDOCS = 1431895766