Creating and modifying IDM templates

Use this procedure to create and modify your document templates and email templates. You can add new fields and refer to the fact sheet for the available fields to add to your template. This procedure can be used on all Document Management templates.

  1. Open a template record.
  2. Click Infor Document Management tab.
  3. Select Settings > Server Settings.
  4. Specify your IDM environment Service URL and click Verify.

    A Successful Service Response message is displayed.

  5. Specify your IDM environment Login URL and click Login.
    A browser is displayed in the settings page.
  6. Specify your email address and password.
  7. Select Content Source > Data File.
  8. Click Import to load in an xml file with content controls.
  9. To insert content, place the cursor where you want to put the field.
  10. Right-click and select Insert as Plain Text.

    For details about inserting or deleting fields, see Using the content source tool.

    For details about editing the properties of fields, see Property Editor.

  11. Click Save.
  12. Click Generate Test PDF to preview your customized template.