Document Management-related forms in the ERP

The Document Management connection information is preset on the External App Parameters form. You should not change these settings.

The API call to Document Management impersonates the user who is actually creating the documents in SyteLinel. SyteLine users are matched to Document Management users through the Infor OS Portal or Infor Ming.le (IFS) GUID value, which is shown in the Workstation/Domain ID field of the Users form.

Look at the IDM Document Workflows form to understand which document workflows are predefined. You will activate some of the predefined workflows in a later step.

Later, you could also use the advanced features on this form, along with the Application Event System, to customize the integration. See the online help for assistance with the advanced fields.