Attachments

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 topics in this section provide information about how to attach documents to records in Enterprise Portal for Microsoft Dynamics AX and Role Centers. You can attach documents such as e-mail messages, faxes, and Microsoft Office System documents to Microsoft Dynamics AX records. However, before you can attach documents, your administrator must configure document types and categories by using the Microsoft Dynamics AX client. If you attempt to attach a document to a record in Enterprise Portal, and the document type is not configured, you receive an error message.

About attachments

Attach documents, notes, or URLs to records

View attachments

View or edit document properties

Delete an attachment