Importing the IDM document type

  1. Log on to Infor OS as an administrator.
  2. Open the Infor Portal Application Menu.
  3. Click the Document Management icon.
  4. To access the IDM Control Center, click the gear icon in the upper right corner.
  5. Under Administration, select Import/Export.
  6. Click the Import tab.
  7. Access KB 2098094. Save the IDMconfiguration.xml file to your desktop.
  8. To upload the IDMconfiguration.xml file, select the file icon.
  9. Select Import.
  10. Verify that the new “TestInvoice” document type is displayed under Document Types.
  11. To access the IDM Control Center, click the gear icon in the upper right corner.
  12. Select ION Configuration.
  13. Select the toggle to turn on ION Connection.