Importing the IDM document type
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Log on to Infor OS as an administrator.
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Open the Infor Portal Application Menu.
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Click the Document Management icon.
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To access the IDM Control Center, click the gear icon in the upper right corner.
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Under Administration, select .
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Click the Import tab.
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Access KB 2098094. Save the IDMconfiguration.xml file to your desktop.
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To upload the IDMconfiguration.xml file, select the file icon.
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Select Import.
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Verify that the new “TestInvoice” document type is displayed under Document Types.
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To access the IDM Control Center, click the gear icon in the upper right corner.
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Select .
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Select the toggle to turn on ION Connection.