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 Equipment Management, attachments are added by selecting the paper clip icon. 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:

1. Go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup.

2. Mark Allow Document Attachments.
3. Select Additional, and then select:
   • 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.
4. Select OK.