Documents
You can access and manage documents directly from the Documents page in Infor Go, without being required to install the Infor Document Management (IDM) application.
Click at the top of the Applications list on the Home page to access the Documents page. The icon is available only to users with the appropriate security roles.
On the Documents page, you can perform similar actions to the actions available in the IDM application. These actions are available:
- View, create, check in, check out, edit, download, sort, and delete documents.
- View downloaded documents when you are offline.
- Search for documents through the dedicated Search page.
- Create, edit, and delete shortcuts, including shortcuts for the start view on the Documents page.
- Configure the Documents settings. You can set the start page, the default document type when creating a new document, and the quality for uploaded images.