Set up Attachments to be Sent to Technicians

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.

1. In Microsoft Dynamics GP, open a service call.

2. Select the attachment (paperclip) icon next to the Service Call ID field. The Document List window is displayed.

3. Select Add. The Document Maintenance window is displayed.

4. Select a format and a file.

5. Select the Copy To Database option. Copy to Database must be selected to send attachments to devices. Attachments will not be sent to the device if you do not select this option.

6. Specify any additional information and select Save.