Tip of the Month: Did you Know? Auto-Lock Documents Generated thru Dynamics GP

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Recently we found out that the GP Web Client cannot generate an email with a .pdf document attached (this may be rectified when the Web Client moves to html in GP 2016).  Our users still want to use the web client to generate .docx invoices/purchase orders, but really want to be sure that the documents they send out cannot be modified.

To enable password protection on word documents, go to Administration >> Setup >> System >> System Preferences. Mark the check box that says “Protect.docx attachments with a password”. Once that is enabled, customers or vendors will need to enter the password in order to edit the document.

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If you don’t send them the password, or have it auto-generated, the recipient cannot easily modify the document.

Stay tuned for other consulting techniques from Collins for using your Microsoft Dynamics GP ERP software!

By Collins Computing, Inc.

Collins Computing, Inc. – offering experienced talent and proven technologies for ERP Solutions worldwide for over 25 years!

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