Setting up the Document Attachments Feature

The setup of this feature involves creating an attachments folder and mapping the attachments folder to the server. If you have previously used the Advanced Document Management module in Service Management or Job Cost, the attachments folder may already be mapped to the server. If so, you only need to perform Step 2 below.

Step 1: Create a Folder for Document Attachments

Before performing this procedure, verify no one is logged in to Microsoft Dynamics GP.

Complete this step to create a folder that will hold your attachments. The attachments folder must be created on the shared server so everyone can access the attachments.

1. Browse to the directory where Dynamics is installed, for example, C:\Program Files (x86)\Microsoft Dynamics\GP2010.
2. In this location, create a folder called docs.

The document attachments folder now exists on the shared server.

Step 2: Create a Subfolder for TimeTrack Attachments

TimeTrack attachments must be saved in a subfolder of the attachments folder on the shared server.

1. Browse to the attachments folder, for example, C:\Program Files (x86)\Microsoft Dynamics\GP2010\docs.
2. In this location, create a folder called timetrack.

The TimeTrack document attachments subfolder now exists on the shared folder.

Step 3: 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 the document attachments folder in the Microsoft Dynamics GP folder

Step 4: Map the Temporary Folder Location

You must specify a temporary folder to be used when viewing attachments that were copied to the database. 

Add the following line to the DEX.INI file on each client workstation:

WS_TempDir=C:\temp\ (must end in backslash)

• where C is the local drive
• where temp is the name of the folder that will hold the attachments

Step 5: 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.

You can set the next document number to be different for each company by updating the WSDOCS field in the WSSEQ table. The maximum document attachment number is 2,147,843,648; determine how you want to divide this number based on the number of companies you have.

For example, if you have three companies, you may select to start Company A with the next number of 1, but perform the following two SQL actions to update the next number for the other two companies:
Company B: UPDATE WSSEQ SET WSDOCS = 715947882
Company C: UPDATE WSSEQ SET WSDOCS = 1431895766

Creating the Pathname to the Document-Viewing Application

If a file extension association was established in Windows Explorer, the system uses that association when viewing document files. You must create a pathname to the document-viewing application only if a file extension association does not exist in Explorer, or if you want the ability to override the association established in Explorer.

To create the pathname to the document-viewing application:

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Document Viewers.
2. Enter a three-character document type in the Type field.
3. In the View Path field, enter the location of the application's executable file. This must be entered in the following format: :c:directory/XXXXX.exe
4. Select Save.