Working with the Library

The Library is a central repository for company information (in the form of documents, URLs, and so on) that provides an easy way to distribute information to remote users. Files are organized into folders and sorted by name. Click the column headings to sort the library files list.

Using the Infor CRM Web Client, you can request and download a Library file when you need it. The Library displays the file name, size, creation, revision and expiration dates, and a brief description of the file.

Your company’s library may include product information, policies and procedures, presentations, Web addresses, and so forth.

Only the administrator and an administrative user can add files to the Library.

How Do I?

The system administrator and users with the appropriate role can access these features.The system administrator and users with an administrator role can access these features.

Edit Library File Properties

Add, rename or delete a Library folder

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.