{"id":2065,"date":"2021-02-22T10:41:00","date_gmt":"2021-02-22T10:41:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2065"},"modified":"2021-02-23T21:05:41","modified_gmt":"2021-02-23T21:05:41","slug":"scan-documents-within-gp","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2021\/02\/22\/scan-documents-within-gp\/","title":{"rendered":"How to scan documents within GP"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">How to scan documents within GP<\/h2>\n\n\n\n<p>Are you aware of how easy it is to scan and attach documents to Dynamics GP transactions and master records? This new Document Attachment functionality was added in GP 2013 R2. All you need is a Windows Image Acquisition (WIA) enabled scanner\/printer and a little bit of setup.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Document Attachment Setup<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>To enable Document Attachment, go to Microsoft Dynamics GP &gt; Tools &gt; Setup &gt; Company &gt; Document Attachment Setup<\/li><li>Check the &#8220;Allow Document Attachments&#8221; box<\/li><li>Press the F1 key (or go to Help &gt; About This Window) for more information on the other setup options in this window<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"532\" height=\"632\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/1-1.png?lossy=2&strip=1&webp=1\" alt=\"how to scan documents within gp\" class=\"wp-image-2066 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/1-1.png?lossy=2&strip=1&webp=1 532w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/1-1-253x300.png?lossy=2&strip=1&webp=1 253w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/1-1-67x80.png?lossy=2&strip=1&webp=1 67w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/1-1-101x120.png?lossy=2&strip=1&webp=1 101w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 532px; --smush-placeholder-aspect-ratio: 532\/632;\" data-original-sizes=\"(max-width: 532px) 100vw, 532px\" \/><\/figure>\n\n\n\n<p><strong>2. Using Document Attachment<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Open almost any GP window, select a record then click on the Attach button<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"669\" height=\"151\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1.png?lossy=2&strip=1&webp=1\" alt=\"attach documents in gp\" class=\"wp-image-2067 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1.png?lossy=2&strip=1&webp=1 669w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1-300x68.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1-192x43.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1-120x27.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/2-1.png?size=512x116&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 669px; --smush-placeholder-aspect-ratio: 669\/151;\" data-original-sizes=\"(max-width: 669px) 100vw, 669px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Or, click on the Notes icon then click the paper clip icon here<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"670\" height=\"651\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1.png?lossy=2&strip=1&webp=1\" alt=\"add notes in gp\" class=\"wp-image-2068 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1.png?lossy=2&strip=1&webp=1 670w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1-300x291.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1-82x80.png?lossy=2&strip=1&webp=1 82w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1-120x117.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/3-1.png?size=512x497&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 670px; --smush-placeholder-aspect-ratio: 670\/651;\" data-original-sizes=\"(max-width: 670px) 100vw, 670px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the Scan button in the Document Attachment Management window<\/li><li>If you already have a scanned image of a paper document, you can click on the Attach button to browse to that image file.<\/li><li>You can then view the status of an attachment by clicking on it to select it then click on the blue arrow to the right of Date. This will show you the date and the time a user has attached, deleted or scanned the image. If, in the setup, you marked to allow a document to flow, this inquiry screen will also show the date and time the document flowed to a transaction.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"728\" height=\"383\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1.png?lossy=2&strip=1&webp=1\" alt=\"gp view status of attachment\" class=\"wp-image-2069 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1.png?lossy=2&strip=1&webp=1 728w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1-300x158.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1-152x80.png?lossy=2&strip=1&webp=1 152w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1-120x63.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/4-1.png?size=512x269&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 728px; --smush-placeholder-aspect-ratio: 728\/383;\" data-original-sizes=\"(max-width: 728px) 100vw, 728px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Once a record has an attachment, the Attach image changes to this<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"57\" height=\"74\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2020\/12\/5-1.jpg?lossy=2&strip=1&webp=1\" alt=\"attach in gp\" class=\"wp-image-2070 lazyload\" data-sizes=\"(max-width: 57px) 100vw, 57px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 57px; --smush-placeholder-aspect-ratio: 57\/74;\" \/><\/figure>\n\n\n\n<p>We hope that this helps with document management! Now that you know how to scan documents within Dynamics GP, is there other <a href=\"https:\/\/cssi.com\/gp\/service\/technical-support\/\">support<\/a> or <a href=\"https:\/\/cssi.com\/gp\/service\/training-education\/\">training<\/a> which your team needs? CSSI&#8217;s team of Dynamics GP experts is standing by to <a href=\"https:\/\/cssi.com\/gp\/service\/technical-support\/\">support<\/a> you. <a href=\"https:\/\/cssi.com\/gp\/contact\/\">Contact us today<\/a> to learn more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to scan documents within GP Are you aware of how easy it is to scan and attach documents to Dynamics GP transactions and master records? This new Document Attachment functionality was added in GP 2013 R2. All you need is a Windows Image Acquisition (WIA) enabled scanner\/printer and a.<\/p>\n","protected":false},"author":4,"featured_media":2066,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[235,229,234],"class_list":["post-2065","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp-document-scans","tag-gp-tips","tag-scan-documents-within-gp"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to scan documents within GP - CSSI Technologies<\/title>\n<meta name=\"description\" content=\"It&#039;s easy to scan documents within GP and attach to transactions and master records with a Windows Image Acquisition enabled scanner\/printer.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cssi.com\/gp\/2021\/02\/22\/scan-documents-within-gp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to scan documents within GP - 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