Recently we found out that the GP Web Client cannot generate an email with a .pdf document attached (this may be rectified when the Web Client moves to html in GP 2016). Our users still want to use the web client to generate .docx invoices/purchase orders, but really want to be sure that the documents …
Abra Lynn Gilman of Collins Computing offers up a Tip of the Month: Did you Know? Auto-Lock Documents Generated thru Dynamics GP – ERP Software Blog
Don’t be afraid to deliver documents via Word. PDF isn’t the unchangeable format it used to be and a locked Word is arguably even more secure.