Setting up the Advanced Document Management module involves creating an attachments folder and mapping the attachments folder to the server.
Create the Attachments Folders
Complete the following steps to create a \docs folder and then sub-folders to hold your attachments.
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Create a \docs folder under the \Microsoft Dynamics GP folder on the shared server. The attachments 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
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 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.
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where C is the local drive
where temp 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.
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