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 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.
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 to 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 choose:
- 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.
- Service Management Attachments
- Select OK.