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The ability to physically store attachments in a user-defined location has been added to Service Management for a select number of attachments. In Equipment Management, attachments are added by choosing selecting the paper clip icon. This method of attaching documents is the same method that was introduced in Microsoft Dynamics GP 2013. MobileTech reports are added automatically when generated.

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  1. Go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup.
  2. Mark Allow Document Attachments.
  3. Select Additional, and then chooseselect:
    • Service Management Attachments
      Enter the file locations the attachments should be saved to for each of the attachment areas.
    • Equipment Management Attachments
      Enter the file locations the attachments should be saved to for each of the attachment areas.
  4. Select OK.