web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to know that docum...
Microsoft Dynamics AX (Archived)

How to know that document attached or not ?

(0) ShareShare
ReportReport
Posted on by lally 8

Hi All ,

As we all know that we can attach the documents of Word , PDF , Images against the masters , journals , documents ( PO / SO ) .

For example i am creating the journal and attached the scanned vendor invoice , that document should be approved by the my manager . when i submit for approval , when manager open the journal , how does he come to know that any attachment is attached or not to the journal ?

Is there any identification available whether the attachment is available or not  against the journal ( without clicking the attachment button )

Thanks in advance.

*This post is locked for comments

I have the same question (0)
  • Hariharans87 Profile Picture
    Hariharans87 3 on at

    Hi Lally,

    Your question is very good. But, there is no option to intimate the documents are attached or not.

    1. You have to intimate in description section like "Documents attached, please refer".

    2. Otherwise you have to customize (There are some options to customize)

    Thanks,

    Hari

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    You can select the option " show attachment status" in the user options.

    Go to Files > Tools > Options > General tab > Miscellaneous > Document Handling

    When a document is attached to a journal (or other) the attachment button is highlighted.

  • Hariharans87 Profile Picture
    Hariharans87 3 on at

    Hi Violaine,

    Great. It is working fine.

    The attached document status is displaying in the status bar of the form (bottom of the form).

    Thanks,

    Hari

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans