These instructions should be used with the form.

Note Note

The same process applies for any other main form in the section.

Create a document

  1. Click > .

  2. Select the business relation to which you want to attach the document.

  3. Click to open the form.

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

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

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

Tip Tip

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

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

Copy a document

  1. Click > .

  2. In the form, select the business relation with a document attached.

  3. Click the document icon to open the form.

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

  4. Click .

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

Copy a document to the Clipboard

  1. Click > .

  2. In the form, select the business relation with a document attached.

  3. Click the document icon to open the form.

  4. Click .

    The active document is now copied to the Clipboard and can be pasted in any file that accepts text (such as an e-mail or a document).

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

Note 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.