Dynamics GP Document Attach Feature

Posted by Jen Bieker on April 21, 2015

One Reason you should upgrade to Dynamics GP 2013 R2 or 2015

Many organizations procrastinate in upgrading their systems.  Let’s face it, it can be a little frustrating to change when we are familiar with our current version.  Sometimes, Microsoft changes things, or enhances the interface and then we have to learn how to do things all over again.

However, with upgrading to Dynamics GP 2013, there are some very compelling reasons to schedule your upgrade.  One of my favorite features is the Doc Attach – you can now attach multiple documents to Items, Customers, and Vendors and then also to transactions.  Documents such as, Vendor W-9, Contracts, Sales Tax Resale Certificates, Credit Reports, Customer PO’s, and more.

When you open up a record, the attach document paperclip will appear.  In this first screen shot, we are looking at a master record for the customer.  We see the attach icon at the top of the window and there are no documents attached to it.

In this second screen shot, we are viewing a Sales Transaction Entry screen.  There are 2 places to attach documents.  One at the top and another with the line items.  Once documents are attached, we now see a piece of paper with the paperclip attach icon at the top.

Next, we see a screen shot of the window you use to attach documents.  Notice you can attach many documents to one item in Dynamics GP.  You can give the documents descriptions and set properties for each one.  You also can preview the documents if needed.

Not only can you store documents with records in Dynamics GP 2013, you can also use them to send along with emails when needed.  For example, you can attach documents to an email for a Purchase Order.

Watch this short Crestwood Clips video on how to setup and use the Doc Attach feature in Dynamics GP 2013 R2 or later version.    http://youtu.be/0hsr6gNg5gM

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