[Ben Micek]

?Hello,

I am wanting to attach our vendor forms ( W9’s) to the vendor card in GP 2015. Can anyone explain the process of doing this? Any help would be appreciated

Thank you

Ben Micek

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Ben Micek
Accounts Payable
Outlook-Nebraska, Inc.
Omaha NE
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[Jo deRuiter]

?Hi

To be able to use the document attachment you first have to configure doc attach in the system settings.

Here is a quick screenshot and the window will look different – I’m using GP2018, but ?the settings are pretty self explanatory.  If you have any questions, with the window open click on help (on the window) and “about this window”

After you configure this you will be able to attach documents in the vendor card.  A little blue paper clip will appear and you click on that and you can attach.

Additionally, if you do not want to use the doc attach, in some versions you could attach files at the Note level – you open a note and there is an attach document button.

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Kindest Regards,

Jo deRuiter
“That GP Red Head”
Senior Financial Systems Consultant
Advanced Credentialed Professional-Dynamics GP
Heartland Business Systems, LLC
Milwaukee, WI
770-906-4504 (Cell)
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[Ben Micek]

?Does this require having a scanner or can I just use our printer and send the forms to myself?

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Ben Micek
Accounts Payable
Outlook-Nebraska, Inc.
Omaha NE
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[Michael Gummel]

if you have a scanner you can use, but if not then you can select the file using windows explorer to select the file

if you send the form to yourself, you’ll need to save it somewhere either on your computer or network

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Michael Gummel
Prod Engineer
Paradigm Technology Consulting
Allentown NJ
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