# Weekly Dynamic: Document Attachment Part 1 – Setup

- URL: https://dynamicaccounting.net/weekly-dynamic-document-attachment-part-1-setup/
- Date: 2013-06-10
- Topics: Sales, Purchasing & Inventory, Tips & Hidden Features
- Dynamics GP versions mentioned: GP 2013
- Type: original article

GP 2013 adds a new Document Attachment feature. Initially, the feature is geared toward attachments for outgoing transactions and some master records.

You can attach documents to the following master records.

|  |  |
| --- | --- |
| **Master records** | |
| Item record | Vendor record |
| Customer record |  |

You can attach documents to the following documents and transactions. You also can attach documents to the line items assigned to the documents and transactions.

|  |  |
| --- | --- |
| **Transactions** | |
| Sales quote | Drop-ship blanket purchase order |
| Sales order | Shipment receipt |
| Sales fulfillment order | Shipment/Invoice receipt |
| Sales invoice | Purchasing Invoice receipt |
| Sales return | In-transit transfer receipt |
| Sales back order | Purchasing return |
| Standard purchase order | Purchasing return/credit |
| Blanket purchase order | Purchasing inventory |
| Drop-ship purchase order | Purchasing inventory w/Credit |

But first you have to set it up. Setup is found in Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup.

First you need to check the box to activate document attachment. After that you need three pieces of information:

1. An attachment location.
2. Whether or not you want to delete the temporary file after it’s attached..
3. Maximum file size.

[![Capture 1](/wp-content/uploads/2013/06/Capture-1-300x142.png)](/wp-content/uploads/2013/06/Capture-1.png)

Keep in mind that when emailing attached documents, the receiver may have limits on the size of the file that they can accept. Common size limits tend to be between 5 and 25 megs. That’s the purpose of  the Maximum File Size field.

Attachments are stored in the database as BLOBs – Binary Large OBjects.

Next week we’ll look at using Document Attachments.