Skip to main content

Doc Attach for Microsoft Dynamics GP and the return of Clippy

by Mark Polino
Director of Client Services, Fastpath, Integrated Business Group
May 08 2018

I broke my rule the other day and answered someone's question instead of writing something to address that question for others. I'm fixing that with this article. I recently had a question on when Microsoft Dynamics GP would add Doc Attach to journal entries. My answer was "you can already do that, and you've been able to do that since GP 2013 R2".

Doc Attach for Microsoft Dynamics GPDocument Attachment, or Doc Attach, exists in two places in Dynamics GP. In some screens, there is a large paperclip icon designed to trigger the Doc Attach window. We'll call this Clippy Jr., as it's a bit of an homage to Clippy, the virtual helper in old versions of Microsoft Office. This is what most people think of when Doc Attach is mentioned. It was what my questioner had in mind when they asked about Doc Attach for journal entries, but Clippy Jr. only exists for certain types of transactions. Despite that, documents can be attached to any transaction.

In any window in Dynamics GP, selecting the note icon next to a transaction number opens a note for that transaction. Clicking the small paperclip icon in the note activates Doc Attach and allows a user to attach a note for this transaction. This is different from the old OLE notes. The window that opens from the little paperclip is the new Doc Attach window.

[Ian Grieve recently posted details what to do if the paperclip icon is missing.]

Now we come to the tricky, opinion-filled part. You've been warned. The ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a former Microsoft MVP (2007-2018) for Business Solutions. He is the author or coauthor of 5 books related to Microsoft Dynamics GP.  Mark also maintains the Dynamics GP focused website DynamicAccounting.net. He speaks and writes regularly about ERP related topics. Mark has been a controller and CFO for a division of a publicly traded company and he has  worked as a consultant implementing ERP solutions. Mark holds additional certifications including Certified Information Technology Professional (CITP), Certified in Financial Forensics (CFF) , Chartered Global Management Accountant (CGMA). Dynamics Credentialed Professional for Dynamics GP 2015 (Core Install and Core Financials), Xero Certified. He holds a bachelor's degree in accounting from the University of Central Florida and an MBA from Rollins College. Mark lives with his family in Florida.

More about Mark Polino