Using document management


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic includes links to document management help topics. You can use document management in Microsoft Dynamics AX to add notes, documents, spreadsheets, and other files to records.

Document management

Configure document management

Create a document template and associate it with a document type

Create a document content type

Create a reference to an unattached document

Copy a note or document reference

Create a reference to an existing document

Create a note

Export and import a document type

Configure and use Microsoft Dynamics AX document management with Microsoft SharePoint document libraries