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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Years worth of doc attachments with 3rd party

(0) ShareShare
ReportReport
Posted on by 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?

Categories:
I have the same question (0)
  • Lisa at AonC.com Profile Picture
    933 Super User 2025 Season 2 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
    3,976 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

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…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans