Before you can send document attachments to technicians, you need to select and set up the actual files to attach and send.
For more information about document management, see the Service Management documentation.
- In Microsoft Dynamics GP, open a service call.
- Choose the attachment (paperclip) icon next to the Service Call ID field. The Document List window is displayed.
- Choose Add. The Document Maintenance window is displayed.
- Select a format and a file.
- Choose the Copy To Database option.
Important: Attachments will not be sent to the device if you do not choose this option.
- Specify any additional information and choose Save.