We would like to scan invoices and printed checks and link to them in DynamicsGP. Is this functionality available?
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You can attach documents to Notes windows. Click on a Note icon (next to Document numbers, customers, vendor, etc.) If your OLEPath is set correctly in Dex.ini you should see a paper clip button that you can attach files to the note. If you want everyone to see them, your OLEPath should be set to a network location that everyone can access.
Tim
Perfect!
What are the limitations of this field? I notice it mentions it is an OLE field. Does that mean it only stores objects such as a PDF document or can I store a URL to our document management system? The location is where users want it we just need to know what we can or cannot store there.
I am unsure of the limitations. We store/have stored PDF, Word, Excel and Solidworks viewer files. Each Note is stored as it's own directory and then stored as som sort of an archive that I think you can read with 7-zip.
Read this article to learn:
dynamicsgpblogster.blogspot.com/.../all-about-dexterity-ole-container.html
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