Set Up Locations

Access this form with Administrative user rights using Organization>Attachments>Set Up Locations.

Use this form to activate the Attachments feature and set up the location in which encrypted documents are stored for the current database. Encrypted documents are scrambled by the system to prevent unauthorized access, and copied to a default or user defined attachment location for later retrieval and viewing.

Note: TO SYSTEM ADMINISTRATORS The system uses Universal Naming Convention (UNC) to store the path to the attachments. The encrypted attachment is written to the location that is specified on this form. To ensure that the encrypted file can be written to the selected location, verify that all users have proper share rights to that location. Also, ensure that the MIP Share Directory is not read-only.

 

Enable Attachments: Select this check box to enable the Attachments feature.

Module: The system displays all available modules that support attachments.

Path: The system displays the module's default path for storing attachments. To change a path, select a module and click on the default path. Click Browse to select the attachments new location. Be sure you have created the appropriate attachment folders before changing the location path.

  • All available modules appear on this form, regardless if the module is installed or owned.
  • When installing a new module, if "Enable Attachments" is selected, the new module becomes available, and you can change the default path, if needed.
  • Select "Documents Attached" in the Available column for any Posted/Unposted Transaction report to display the number of attachments associated with the accounting entries.
  • Remember to periodically back up the attachment folder structure and its documents.