Document management in AX 2012

In Dynamics Ax 2012, you can attach documents to specific records. This can be done by clicking the "Attachments" button on the Ribbon for many forms. Below is a screen capture for Workers form: 

The picture isn't clear, this is just to give an idea where you should possibly look for Attaments button.
 
But before you go ahead with Document attachments, you need to setup few things listed below: 

1. Activate Document management
2. Set up Archive Directory - place to store the documents
3. Create required Document types
4. Use Document management to attach files to records in any Dynamics Ax Form.

Activate Document Management: 

Complete the following procedure to activate document management.

1. Click File > Tools > Options. 
2. Click General and then expand the Miscellaneous FastTab. 
3. Select the Document handling active check box. 
4. Select Show attachment status to highlight the Document handling control on the status bar
   and Select Action Pane when you select a record that has documents references.
   

Set up document Archive Directory:

Complete the following procedure to set default document archive directory. 

1. Click Organization administration > Setup > Document management > Document management parameters.
2. In the General area of the form, in the Archive directory field, enter the path to the archive directory.
3. Click Number sequences, and select the ID reference.
4. In the Number sequence code field, select the number sequence code to use for naming your documents.

Note: You can select an alternative archive directory for each document type in theDocument types form. If you change the archive for your documents, existing document references will not work unless you have already copied all existing documents to the new archive.

Create required Document types: 
The document can be attached if and only if the file is of any type that is set up in the Document types form. 

Follow the below steps to create a new document type:

1. Click Organization administration > Setup > Document management > Document types. 
2. Press CTRL+N to create a new document type.
   or you can click the "New" button.
3. In the Type field, enter a code for the document type.
   This Type field is shown while adding documents to records, so recommended to have a descriptive name here.
4. In the Name field, type a descriptive name for the document type.
   More description if needed.
5. In the Class field, select the type of document to create.
   To specify which class do you want the new document type to fall in.
6. In the Group field, select a group for the document type.
   Choose among the pre-defined groups avaliable.
7. Close the form to save your changes.