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Attaching Files in Dynamics GP

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File attachments allow you to provide supporting documents to particular records in Dynamics GP.  For instance, you may want to associate an Excel spreadsheet with a particular vendor:

  1. Click the notes button next to the Vendor ID.
  2. Click the paper clip.
  3. Select  Edit – Insert New Object.
  4. Select Create from file and browse for your file to attach.

OR Select Create New to create a new document and select the document type.

  1. Link box
    1. If checked, this will link to the document so you will see updates if the document changes.
    2. If unchecked, it will not show updates.
  2. Display as icon
    1. If checked, it makes the doc appear as an icon you can double click on to open.
    2. If unchecked, it shows the document already open.
  3. Click OK – Your file is attached.
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