• Publish date: November 07, 2022

  • Last update: November 07, 2022

Available languages

English

For those seeking to streamline their document management process, mastering Infor Document Management (IDM) is a must. This comprehensive course offers a guide covering all basic concepts, providing you with the knowledge needed to become an IDM expert.

About this course

IOS-2 - Infor OS - Infor Document Management

IDM (Infor Document Management) is an enterprise document management application deployed and integrated within the Infor Operating Service portal. It is one of several Infor applications that utilise the user interface of Infor Ming.le, offering a centralised repository to maintain common business rules for creating documents.

IDM

IDM enables users to view, edit, create, and store physical files, making it easier to manage related documentation within Infor solutions. It provides several features, including providing documents in context, serving up documents as a homepage widget, and providing sophisticated search capabilities.

Basic Concepts

This course on IDM covers the basic concepts and how-to guide to uploading documents via the Related Information widget, creating new document types, modifying attributes, and more.

Management

By simplifying business processing and offering a central repository for required files within an organisation, IDM makes it easier to manage related documentation while ensuring that common business rules for creating documents are maintained with accuracy and consistency across the organisation.

Why take this course?

Improve your business processes one step at a time with IDM and TRG Academy today!

  • Accelerate your learning and become an IDM expert with TRG Academy. Our program not only provides practical IDM-related examples for hands-on practice but also offers insights, tips, and tricks from our experts on how to fully utilise the solution.

  • Infor Document Management (IDM) offers numerous benefits to businesses by providing the capability to manage all documents in one place. The centralised repository enables you and other users in the organisation to view, edit, create, and store files, ensure accuracy and consistency across the organisation, improve collaboration, and maintain compliance to avoid legal issues.

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Documents

    3. Document types

    4. Attributes

    5. Value set attributes

    6. Access Control List (ACL)

    7. Learning check

    1. Introduction

    2. View Related Documents in a Business Context using the Related Information widget

    3. Upload a document via the Related Information widget

    4. Hands-on: Context Application

    5. Lesson check

    1. Introduction

    2. Create a new Document Type

    3. Hands-on: Create a new Document Type

    4. Add an attribute to a Document Type

    5. Hands-on: Add an Attribute to a Document Type

    6. Duplicate/Delete/Reorder Attributes

    7. Hands-on: Duplicate, Delete, Reorder Attributes

    8. Create a new Access Control List (ACL)

    9. Hands-on: Create a new ACL

    10. Lesson check

    1. Summary & What happens next?

    2. Help Us Improve Your Learning Experience

About this course

  • 26 lessons
  • 0.5 hours of video content
  • 3 hours to complete
  • Published: November 7, 2022
  • Updated: November 7, 2022

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