{"id":2707,"date":"2025-10-14T07:26:00","date_gmt":"2025-10-14T07:26:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2707"},"modified":"2025-09-23T14:27:23","modified_gmt":"2025-09-23T14:27:23","slug":"attaching-documents-to-gp-transactions","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2025\/10\/14\/attaching-documents-to-gp-transactions\/","title":{"rendered":"Attaching Documents to GP Transactions"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Document Attachments in GP<\/h2>\n\n\n\n<p>Are you aware of how easy it is to attach documents to GP transactions and master records?&nbsp; Document Attachment functionality was introduced in GP 2013 R2 and has gotten more robust in later releases.<\/p>\n\n\n\n<p><strong>1. Document Attachment Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To enable Document Attachment, go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup<\/li>\n\n\n\n<li>Check the \u201cAllow Document Attachments\u201d box<\/li>\n<\/ul>\n\n\n\n<p>Press the F1 key (or go to Help &gt; About This Window) for more information on the other setup options in this window<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"450\" height=\"534\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-1.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2706 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-1.jpg?lossy=2&strip=1&webp=1 450w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-1-253x300.jpg?lossy=2&strip=1&webp=1 253w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-1-67x80.jpg?lossy=2&strip=1&webp=1 67w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-1-101x120.jpg?lossy=2&strip=1&webp=1 101w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 450px; --smush-placeholder-aspect-ratio: 450\/534;\" data-original-sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/figure>\n\n\n\n<p><strong>2. Using Document Attachment<\/strong><br>\u2022 Open almost any GP window, select a record then click on the Attach button<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"425\" height=\"96\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-2.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2705 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-2.jpg?lossy=2&strip=1&webp=1 425w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-2-300x68.jpg?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-2-192x43.jpg?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-2-120x27.jpg?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 425px; --smush-placeholder-aspect-ratio: 425\/96;\" data-original-sizes=\"(max-width: 425px) 100vw, 425px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Or click on the Notes icon then click the paper clip icon here<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"415\" height=\"403\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-3.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2704 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-3.jpg?lossy=2&strip=1&webp=1 415w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-3-300x291.jpg?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-3-82x80.jpg?lossy=2&strip=1&webp=1 82w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-3-120x117.jpg?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 415px; --smush-placeholder-aspect-ratio: 415\/403;\" data-original-sizes=\"(max-width: 415px) 100vw, 415px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the Scan button in the Document Attachment Management window<\/li>\n\n\n\n<li>If you already have a scanned image, you can click on the Attach button to browse to that image file.<\/li>\n\n\n\n<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.\u00a0 This will show you the date and the time a user has attached, deleted, or scanned the image.\u00a0 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>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"469\" height=\"247\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-4.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2708 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-4.jpg?lossy=2&strip=1&webp=1 469w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-4-300x158.jpg?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-4-152x80.jpg?lossy=2&strip=1&webp=1 152w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/09\/doc-attach-4-120x63.jpg?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 469px; --smush-placeholder-aspect-ratio: 469\/247;\" data-original-sizes=\"(max-width: 469px) 100vw, 469px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Contact CSSI for GP Support<\/h2>\n\n\n\n<p><a href=\"https:\/\/cssi.com\/gp\/contact\/\">Please contact CSSI for GP support, training, and upgrades.<\/a> Our team of experts is ready to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you aware of how easy it is to attach documents to GP transactions and master records?\u00a0 Document Attachment functionality was introduced in GP 2013 R2 and has gotten more robust in later releases.<\/p>\n","protected":false},"author":4,"featured_media":2709,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[39,229,48],"class_list":["post-2707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp","tag-gp-tips","tag-great-plains"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Attaching Documents to GP Transactions - Dynamics GP Support in PA - CSSI Technologies LLC<\/title>\n<meta name=\"description\" content=\"It is easy to attach documents to GP transactions.\u00a0 Document Attachment functionality was introduced in GP 2013 R2.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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