If you are upgrading from an earlier version of this integration, see the information about Upgrading Document Management features in the administration guide help.
- Log into the Infor Support Portal site and go to KB article 2156576, which includes SyteLine content files to be imported into Document Management.
- Download the appropriate XML file to a local folder.
This file contains document type definitions, Access Control List (ACL) security definitions, bundling rules (also known as related documents) and a business context model (BCM) that is used to link context-sensitive documents stored in Document Management to the appropriate forms in SyteLine.
- In Infor OS, open the Document Management app as a user with the IDM-Administrator role.
- Click the ellipses (…) and select .
- Select .
- Click the Import tab.
- Browse to the IDM_Configuration file from step 3.
Depending on the version of Document Management, you might see a message that shows the impact of the import configuration file.
- Click Import.
- To confirm that the import was successful, return to the Documents page, click Document Type and look for items with a “CS_” prefix.
