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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Years worth of doc att...
Finance | Project Operations, Human Resources, ...
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Years worth of doc attachments with 3rd party

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Posted on by Deanne CWCO 250

Company has been using 3rd party for over 10 years - attachments exist for practically every voucher, journal entry, customer record/invoice, etc.  

They never used the doc attach function withing GP 

Has anyone ever left Papersave?  What happens to the attachments?  Is there some way to re-attach them to GP transactions with a program?

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Microsoft Dynamics GP
I have the same question (0)
  • Lisa at AonC.com Profile Picture
    Lisa at AonC.com 1,137 Super User 2026 Season 1 on at

    I understand there is an Export function in PaperSave that can be used to export out the attachments.  I am not aware of any automation to bring them into GP Document Attach.  (I expect there is a way via SQL to do this but I expect it would be fairly problematic.)

    You may want to have the client test out exporting a little bit of data from PaperSave to see what the export looks like.

  • Joseph Markovich Profile Picture
    Joseph Markovich 4,005 on at

    Hi Deanne:

    To add onto this topic -- if you do choose to try and get the data into GP, the company database(es) are going to explode in growth.

    There's been other posts about Doc Attach where a company has been using it for quite a while and the databases have gotten enormous.

    There are plenty of companies out there that do this type of document management that integrate with GP, but I really wish GP had some kind of solution that would integrate with SharePoint since that is one of the reasons it was made: for document management.

    Joe

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