Infor Document Management User Guide (Cloud)

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About this guide
Introduction
Capabilities
The default language and regional settings
Accessing IDM
Supported browsers
Infor OS Portal navigation panels
Infor OS Portal top navigation panel
Working with IDM
Document Search
Navigation bar
Working with a document
Document History
Document Activity
User actions
Adding a document
Control Center
Configuration Exporter / Importer
Using the Export tab
Using the Import tab
Homepage Widget
In-Context Applications
Related documents application
Emailing a document with its related documents
Printing a document with its related documents
Adding a document with the in-context app
Using context applications
Using the Context Viewer
Configuring the Context Viewer to subscribe to a message type
Microsoft Outlook add-in
Downloading the add-in
Setting up the add-in
Using the add-in
Document signature
Sending a document to be signed
Checking signature status
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