In Premium versions the limit is the same as the standard document management file limit.

When you download the e-ttach package, we include a guide for install and parameters in there for your reference.

Setup

Once you have successfully installed e-ttach you will have the Free version enabled by default and can start using it right away (yes it’s that simple).

However to ensure you have a more stream-lined experience we recommend you tailor the configuration to your requirements.

Under Organisation Administration -> Document management -> Document management parameters there is an e-ttach tab page.

License details:

The license key will be automatically fetched from our servers and is unique to your Azure Active Directory Tenant ID. If your tenant changes you will need to contact use to update our records to ensure you have a valid license.

The license type and expiry date will be updated accordingly.

Functionality setting:

This is to provide control over the functionality available in your environment, useful if you decide to disable e-ttach without having to uninstall the package.

The Drag Drop Functionality selection provides 3 options:

Extra                           

This is a legacy version which some customers have installed but we no longer sell. Most features have been incorporated in to the Full/Enterprise version.

Full / Enterprise

Enable Full e-ttach functionality (if you only have the free version – you will only get free functionality).

Disabled

Completely disable e-ttach

Defaults:

These are your defaulting values for e-ttach:

• Default Document Type

Specify the Document management file type you want the e-ttach documents stored as (if blank, this will default to “File”).

The type selected here must be enabled for file storage – type of “note” will not work.

• Auto Expand Form Part

When an e-ttach enabled form is opened, this setting is used to determine whether to expand the e-ttach form automatically.

• Default (No for Free, Yes for all other licenses)
• Yes (always expand the e-ttach form)
• No (use default Dynamics logic to only show the form parts based on the user’s last state).

Note: this setting can be overridden at a user level – users go to their “User options” and on the Preferences tab the same setting is available.

Generate Document Tags:

This button should be clicked when you first install e-ttach, it generates e-ttach specific document records to ensure your existing attachments are displayed against their associated records in the e-ttach forms.

1. Go to Organisation Administration module
2. Document Management > Document Management Parameters
3. Click on the e-ttach section
4. In the Drag Drop Functionality dropdown, select Disabled
5. Save and refresh user sessions