Setting Up Physically Stored Document Attachments

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

For document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied for all users who will be attaching files.

To set up the additional Document Attachment Management Setup window:

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