Attaching Documents to Transactions

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Posted on by johnsond

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Does the functionality exist to attach documents to transactions? I thought there was, but I only see the ability to add text notes. I tried to paste screen prints, but it won't allow me to do that either. I am a power user, so security settings should not be an issue.

For example, I would like to attach a copy of a vendor's W-9 to their vendor card or a copy of support for a g/l transaction.

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Mahmoud Saadi 32,738 on at

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Of course it allows you to attach any type of documents such as; PDF, Pictures, work, text files ...etc. Initially, you need to activate the attachment functionality from the Document Attachment Setup (Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup)

To do so, click on the box to "allow document attachments". You may consider other properties as shown in the screen below;

Once activated, you will find a "clip" icon on the supported modules screen to attach documents as explained above.

Never hesitate to share any further inquiries,

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Mahmoud Saadi 32,738 on at

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I have just noticed that your Dynamics GP version is 2010, the document attachment feature that I am talking about above was added with GP 2013, further enhancements were proposed with further service pack like SP2 and R2.

Sorry for the inconvenience,

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johnsond 165 on at

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To confirm, are you stating that there is no functionality to do so in 2010 (SP2)?

Didn't this functionality exist in prior versions? I was a heavier user several years ago and I thought it existed then.

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Mahmoud Saadi 32,738 on at

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Okay, let me make myself quite clear

I meant, the "Document Attachment Feature" which is quite easy and straight forward was introduced in Dynamics GP 2013. Prior to that, we used to consider the OLE functionality to attach documents.

You may consider the following article which explains how to attach a pdf through OLE, Attaching a .pdf File to a Payables Transaction

OLE is different that the recent Document Functionality introduced in 2013. In this essence, I would give a simple advice to upgrade and make use of the variety of new features.

Let me know if you have any further concerns,

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johnsond 165 on at

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Thank You. That is very helpful.

My problem was that the paper clip is not there. Now I know that the functionality is there (I thought it was) and that I just have an issue with the path.

At least I'm on the right path now (no pun intended).

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Mahmoud Saadi 32,738 on at

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You are on the right track, then we are clear now.

Check MS Support article for this specific issue The paperclip is not available when you try to attach an OLE note to a window in Microsoft Dynamics GP

Let me know how it goes,

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Redbeard 12,931 on at

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Here is a really good tutorial on how to use, and configure the feature Mahmoud described in his answer above.

www.youtube.com/watch;feature=youtu.be

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Mahmoud Saadi 32,738 on at

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Harry,

Allow me to intrude in here, the tutorial you posted is related to GP 2013 SP Document Attachment new features, which was improperly proposed initially. I was alerted later on that johnson has Dynamics GP 2010, which is why I proposed the OLE notes as an alternative.

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CG-Fisk on at

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I tried to get the attachment back to working. I have never removed this function. Do you have any idea how it was lost? My setup is exactly how you show it in the snapshot above. We still have the attachment function in the PO window but not in the journal entry window. It just disappeared. Do you have any other suggestions on how to get the function back in the JE window?

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CG-Fisk on at

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My ability to use the attachment function in the JE window just recently went away as well. My setup is exactly like the snapshot you have listed above. We have the paperclip on the PO window but not on the JE Window. The note pad is there which allows us to type in a note but again, the attachment functionality is gone. Do you have any other suggestions?

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