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Create or copy an attachment

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following example applies to the Prospect details form.

You can apply these procedures to any other party record form in the Sales and marketing section.

Create a document

  1. Click Sales and marketing > Common > Prospects > All prospects.

  2. Select the prospect record that you want to create an attachment for or attach a document to.

  3. Click Attachments to open the form.

  4. Press CTRL+N to create a new document.

  5. Select the document type in the Documents form and then click OK.

    The document icon in the Prospects form changes from an empty sheet of paper to a book. This indicates that there are documents attached to the prospect record.

Tip

You can create documents for other users by selecting their user names from the list in the Author field.

You can also transfer a document to another author in the Author field.

Copy a document

  1. Click Sales and marketing > Common > Prospects > All prospects.

  2. In the Prospects form, select the prospect record from which you want to copy a document.

  3. Click Attachments to open the Documents form.

    Verify that the document attached is a type that can be opened, such as a Microsoft Word file type or a Microsoft Excel worksheet.

  4. Click Copy.

  5. In the Description field, update the description of the newly copied document.

Copy a document to the Clipboard

  1. Click Sales and marketing > Common > Prospects > All prospects.

  2. In the Prospects form, select the prospect record that has the document that you want to copy to the clip board.

  3. Click Attachments to open the Documents form.

  4. Click Copy to clipboard.

    The active document is now copied to the Clipboard and can be pasted into any file that accepts text (such as email or a document).

  5. Press CTRL+V to paste the copied document into the destination.

Note

The copy-and-paste procedure creates a copy of the selected document in the file system but does not maintain any connection to the document management system of Microsoft Dynamics AX. No new document identification is created, nor is the copied document attached to any record.