Infor OS - Infor Document Management

[IOS-2] Infor OS - Infor Document Management

This course covers the Infor Document Management (IDM) basic concepts, shows how to upload documents via the Related Information widget, create a new document type, modify attributes, and much more.

Free for members

Course curriculum

1

Welcome
- Welcome
- Lesson Notes
2

IDM Basic Concepts
- Introduction
- Documents
- Document types
- Attributes
- Value set attributes
- Access Control List (ACL)
- Learning check
3

The Context Application
- Introduction
- View Related Documents in a Business Context using the Related Information widget
- Upload a document via the Related Information widget
- Hands-on: Context Application
- Hands-on: Context Application (with instructions)
- Lesson check
4

Control Center
- Introduction
- Create a new Document Type
- Hands-on: Create a new Document Type
- Hands-on: Create a new Document Type (with instructions)
- Add an attribute to a Document Type
- Hands-on: Add an Attribute to a Document Type
- Hands-on: Add an Attribute to a Document Type (with instructions)
- Duplicate/Delete/Reorder Attributes
- Hands-on: Duplicate, Delete, Reorder Attributes
- Hands-on: Duplicate, Delete, Reorder Attributes (with instructions)
- Create a new Access Control List (ACL)
- Hands-on: Create a new ACL
- Hands-on: Create a new ACL (with instructions)
- Lesson check
5

Summary & Next Steps
- Summary & What happens next?
- Help us improve your learning experience

What you'll get from this course

IOS-2 is about 1 hour long. To wrap up and solidify what you have learned, we have a Learning Check Quiz at the end for you.

5 Chapters
31 Lessons
16 Videos
3 Learning Checks
Hands-on: 10 exercises

Why take this course

This subset course to SunSystems is a great option if you tend to feel unskilled due to lack of training and experience.

We designed this course so you can pause and take thorough notes or even re-watch parts you didn’t quite understand the first time.

The flexibility of TRG Academy can be extremely helpful to professionals working from home.
Students who would like to be certified and be qualified for a job.
And individuals who would like to have a library of knowledge refreshments.
If you seek to get professional training independent of location & time constraint

Build Portfolio

Apply learned skills to your projects and build your portfolio that shows your readiness to potential clients.
Get Job Ready

Upskill and learn at your own pace, whenever and wherever it is most convenient for you.
Earn Credentials

Many employers are recognising certificate credentials that will help you kickstart your new career with them.

Certificate Validation

URL validation will help you easily add your earned certificate to your profile.

Reviews

What our students say

Infor SunSystems V6.4 Introduction

Benjamine Ouma

I have really expounded on my Infor SunSystems knowledge. Thank you so much

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Comprehensive and enjoyable

Mark Joseph Diamzon

The GEN-1 SunSystems Intro course was very comprehensive and easy to understand. The instructors made sure that they are giving the information in a way that...

The GEN-1 SunSystems Intro course was very comprehensive and easy to understand. The instructors made sure that they are giving the information in a way that won't make me confused and bored.

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