You can attach all types of documents to your interaction templates and interactions.
Before you start working with attachments, you must decide where your attachments will be stored. You do this in the Relationship Management Setup window. There are two options: embedded and disk file. For all users to have an easy access to these documents, it is recommended that you store them within Navision (the Embedded option). If you decide to store them on a disk file, you may want to ensure that all users have access to them.
Attachments can contain all types of files, for example, Microsoft Word documents, Microsoft Powerpoint presentations, Microsoft Excel files, text files, and so on. However, Navision is only fully integrated with Microsoft Word 2000, which enables you to create documents including mail merge fields from Navision, for example, contact number, name, address.
You can do the following with your attachments:
Open: when you click the AssistButton to the right of the Attachment field in the Interaction Template window or in the Segment window, the program automatically launches the associated program and opens the document. You can then modify it.
Import: you can import all sorts of attachments. For example, you can scan a received letter, import it and attach it to the interaction that records the reception of that letter.
Export: you can export attachments to a disk file.
Remove: you can remove the current attachment from an interaction template.
Copy: you can copy attachments from another interaction template.
Setting Up Interaction Templates