Hey Andrew! I hope you have been well and that you will join us for our next Portland GPUG meeting next year!!
Just off the top of my head, when comparing out-of-the-box GP 2018+ Document attachment capabilities, it comes down to two things:
1. Document Storage. The documents attached within GP will be sucked into the GP database as a 'blob' and is currently a permanent fixture unless you do allow particular users to delete them. Then they can manually delete the 'blob' one document at a time. There is no 'archiving' facility. You can put a limit on the size of the attachments a user can attach (for the whole system in total). You can possibly limit a user thru field level security for the authority to attach from particular screens, but again, it is a system setting to turn it on and off for 'transactions' vs. 'inquiry' status. So there is not a ton of flexibility with GP out-of-the-box, but it IS free – and it is functional! We have several clients using it for some document types.
2. Workflow. The workflow in GP is a bit challenging to setup, but I suppose that could be true with any system. Once you have the settings correct – and have active directory configured, it works. You can add functionality to allow users to approve within GP (very simple) or outside the GP windows thru an IIS connection (more complex). The fields available to filter on within workflow are limited, but with each release it becomes more open and workable. The reporting, emailing, and inquire capabilities also expand with each GP release, so we do have several clients using basic workflow for things like AP approvals, GL approvals, and Vendor approvals.
I don't know a ton specifically about KwikTag, but I know they have been around at least a decade integrating to GP and have invested a lot in the functionalilty and flexibility of their program.
You could try out workflow/doc attachment in a small company database in GP to see where the shortcomings would be if you tried to replace KwikTag. Or have your partner investigate how you are using KwikTag now so you can determine if you could duplicate those processes in the current version of GP.
Abra Lynne Gilman
Collins Computing, Inc.
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