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Why is document attachment important?

In this blog, you can learn all about the document attach feature and its importance.

Microsoft Dynamics GP 2018 promises to enhance user experience and the document attach feature does exactly that. Document attach allows users to attach multiple documents to Items, Customers, Vendors, Assets and Transactions. The user gets easy and instant access to documents like W-9’s, Contracts, Credit Reports, Customer POs, pictures, and more. You can now attach any document or link to a OneDrive or SharePoint site. Now it is easier to locate a document in Dynamics GP!

Let us look at where you click to attach a document:


Here is what an attachment window looks like. This feature offers you unlimited number of attachments and it also stores date, time and user stamps.


In GP 2018, the document attach feature added:

  • Receivables Transaction Inquiry Zoom
  • Journal Entry Inquiry
  • Transaction Entry Zoom Inquiry
  • Employee Inquiry
  • I-9 Form (No Corresponding Inquiry)
  • Asset General Information
  • Asset Inquiry Window

In GP 2018, notes added to:

  • Vendor Inquiry Window
  • Customer Inquiry Window
  • Project Inquiry Window
  • PA Project Inquiry Window

Want to learn more? Check out our previous blogs on document attachment feature: Comprehensive Document Attachment, Notes on inquiry windows, and Document attach security setup feature.

Are you looking to upgrade to Dynamics GP 2018?  Keeping your Dynamics GP current in the ever-evolving business landscape is important for the success of your company.



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