Overview

Infor Document Management (IDM) is the central repository for your organization's documents. You can attach, view, edit, delete, and download documents, and share them..

The Infor Document Management Output Management service is used to create output documents. You can create documents using pre-delivered templates and use them with data from Infor Financials and Supply Management to produce PDF documents. You can customize the pre-delivered templates and store them to reuse.

This table shows information about other available IDM documentations for these procedures:

Procedure	Description
Enabling IDM	The XML configuration file must be installed. See the Infor Document Management Administration Guide - Cloud Edition.
Configuring templates	Use to generate output documents in FSM, for example, to generate a purchase order issue document. To use IDM templates for generating output documents, configure the authentication for FSM to the configured IDM server. See the Infor CloudSuite Corporate, Healthcare, Public Sector Multi-tenant Configuration Guide.
Configuring security roles	There are several security roles that can be assigned to grant permissions in IDM. Users can be assigned multiple roles to have complete access to every available role privilege. See the Infor Document Management Administration Guide – Cloud Edition.