Sample document templates

Sample templates can be edited to include company-specific information before they are used to create documents.

Sample document templates are included with Financials & Supply Management. During setup, select the template files to use and save them to a shared drive or local drive. For example, you can update the company logo, name, and address of a template. The layout and format of the document is determined by the document template.

If Infor Document Output Management templates are used, it must be noted that document output is not available in the Infor Regulated Industries Saas.