Creating IDM contract redlining in FSM

  1. Open or create a contract record.
  2. Click Create Contract Redline Document and then, upload a contract document. Optionally, click Create Contract Document to generate a Contract Redline Document through the assigned Contract IDM Template.
    Note: Ensure that the Track Changes tool in Word is enabled before modifying your contract redline document.
  3. Select the Redline Documents tab.
  4. To view the document, click Open Redline Document. The document opens in the IDM application.
  5. The user can perform these actions:
    • Check out

      Only the current user can revise the document. Users cannot simultaneously edit the same document.

    • Check In

      This action applies the changes done to the document.

    • Discard Check Out

      This action disregards the changes done to the document.

  6. Release the contract.
  7. When a contract is released, the document goes through the approval process in Infor Process Automation.

    For detailed information on processing contracts with Redline Document, see Contract Management User Guide.