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:
- Click the notes button next to the Vendor ID.
- Click the paper clip.
- Select Edit – Insert New Object.
- 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.
- Link box
- If checked, this will link to the document so you will see updates if the document changes.
- If unchecked, it will not show updates.
- Display as icon
- If checked, it makes the doc appear as an icon you can double click on to open.
- If unchecked, it shows the document already open.
- Click OK – Your file is attached.