Importing configurations and types

You can import the configuration and document types by using the Infor Document Management Control Center:

• To import document types, use the Configuration Importer.
• To enable the Related Information context app to show Infor Document Management documents, import the Optiva Business Context Model configurations. See the information about the business context model in the Infor Document Management Administration Guide –Cloud Edition.
• To import the ION configuration, use the ION option. The ION configuration enables communication between IDM and ION. You can also configure a specific ION workflow for a particular document type.

See the instructions in the Infor Document Management Administration Guide – Cloud Edition.