Ability to attach documents while the file is open.

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Suggested by Terry heley – Needs Votes

On GP 2013 you could attach a file while the document was open. Now on GP 2016 you cannot do this, a warning is popped up stating the following : The document is in use and could not be attached TXT, notepad files work fine, but other types such as PDF and word docs will not attach, could be something related to that type of doc too. Thanks

Comments (3)

Terry Heley
Fri, 15 Jun 2018 13:00:23 GMT

You can press OK past it and it will attach, or attach when docs are not open. Change in user process, see this forum post https://community.dynamics.com/gp/f/32/t/241876
Terry Heley
Wed, 04 Aug 2021 15:55:37 GMT

What happens as soon as a PDF is clicked, there is a preview that opens. If the SELECT AN ATTACHMENT window has the preview mode turned off the PDF successfully attaches to the Document Attachment Management window without any issues.
Rhona-lea Sahadeo
Fri, 07 Feb 2025 18:41:15 GMT

We have also seen this error pop up when the PDF document belongs to a network share.

Dynamics 365

Ability to attach documents while the file is open.

11

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