Setup of this feature involves creating an attachments folder and mapping the attachments folder to the server. If you have previously used the Advanced Document Management module in Service Management or Job Cost, the attachments folder may already be mapped to the server. If so, you only need to perform Step 2 below.
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Step 1: Create a folder for document attachments
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| Before performing this procedure, verify no one is logged in to Microsoft Dynamics GP. |
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The document attachments folder now exists on the shared server.
Step 2: Create a subfolder for TimeTrack attachments
TimeTrack attachments must be saved in a subfolder of the attachments folder on the shared server.
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The TimeTrack document attachments subfolder now exists on the shared folder.
Step 3: 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 a shared mapped drive
- where GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
- where docs is the document attachments folder in the Microsoft Dynamics GP folder
Step 4: 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:
WS_TempDir=C:\temp\
(must end in backslash)
- where C is the local drive
- where temp is the name of the folder that will hold the attachments
Step 5: 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.
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