Hands On With MDGP 2018 RTM New Features: DocAttach Security Setup

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

I am going to do this feature of the day a little out of order. The third Feature of the Day post from Microsoft was Doc Attach Security Setup for Attachments on (In|En)quiry windows.

Two new fields have been added to the Document Attachment Setup window (Administration area page >> Setup >> Company >> Document Attachment Setup):

I said in the Feature of the Day Post on this feature, that I couldn’t really see a use case for the additional security. In the, almost, three months since, I still haven’t come up with a scenario where I think the security is useful.

For those clients using DocAttach, they want users to be able to attach documents to any record; there is no requirements for security around the enquiry windows, and certainly not to the extent of requiring a password.

For setup purposes, there is another checkbox which will need to be marked when enabling the feature, but little more impact, so it’s not like the security is onerous.