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Setting up document management
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.toc
Step 1: Create an attachments folder
Complete the following steps to create a folder to hold your attachments.
Note: Before performing this procedure, make sure no one is logged into Microsoft Dynamics GP or Service Management or Job Cost.
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- Create the following folders under \docs:
- \customer
- \location
- \equip
- \contract
- \calls
- \subloc
- \equtype
- \model
- \quote
- \job
- \project
- \changed
- \subctr
- \costcode
- \forecast
Step 2: 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)
- H is a shared mapped drive
- GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
- docs is a folder in the Microsoft Dynamics GP folder
Step 3: 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 DEX.INI 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.
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