Filtering Available Document Types

This functionality will filter out document types entirely from Infor Document Management.

Filtering is useful when you use the content repository for other things that you do not want available in Infor Document Management. It is also useful if you have several IDM instances installed for different purposes, but connected to the same content repository. The logic of filtering is as follows: if there are no filters, all available document types will be present and available in IDM. However, if there are filters,only document types in the filter will be present and available in IDM.

For example, to enable all document types – leave the filter empty. To enable only File, Image, and Invoice document types – put File, Image, and Invoice in the filter. To enable all document types except for Blueprint, you have to put all document types you want in the filter. For information on how to edit the filter, see Document Types Filter.