Document management parameters (form)

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

Click Organization administration > Setup > Document management > Document management parameters.

Use this form to set up parameters for document management.

Important

You must open this form at least once in order for default file types to be available.

The following tables provide descriptions for the controls in this form.

Link

Description

General

View or update general information about document management.

Number sequences

View or update number sequence information for document management.

AIF

View or update AIF information for document management.

File types

Define the various types of files to archive to the database.

SharePoint

For each SharePoint site where you will store document attachments or templates, add the URL to the site and select the authentication type for the site.

Fields

Field

Description

Archive directory

Directory that archives files and documents attached to document references.

You can select a different directory at any time, but you should first copy existing files to the new directory.

Use Active document tables

Select this check box to restrict the use of document handling. When this check box is selected, you can use document handling only for the tables selected in the Active document tables form.

Max. file size in database

Enter the maximum file size, in megabytes, for a file that is saved to the Microsoft Dynamics AX database.

Max. file size in file system

Enter the maximum file size, in megabytes, for a file that is saved to the archive directory location that you specified in the Archive directory field.

Reference

Select a Number sequence code associated with the reference.

To maintain number sequence codes, use the Number sequences list page (Click Organization administration > Common > Number sequences > Number sequences.).

Number sequence code

Select a Number sequence code to use as the document file counter. File names are then generated by using the document file counter.

Note

The information in this field is maintained in the following form:

 Number sequences (list page).

Document type:

Select the document type for notes in incoming electronic documents.

Submit document files to workflow

Select this check box if the Web service document files should be submitted to workflow for routing to appropriate parties.

File type

Click Add or press CTRL+N to create a new line in the grid, and then enter the file type extension.

See also

Document management

Configure document management

Document handling (form)

Active document tables (form)

Number sequences (list page)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).