Link IDM documents

You can link documents from Infor Document Management (IDM) to tasks and alerts that are assigned to you. You can select and link up to 20 documents at once.
Note: The Link IDM Document option is not available when the task or alert is not assigned to you.
  1. Click the task or alert item to open the details view.
  2. If the task or alert is not assigned to you, click Assign to me.
  3. Select Attachments > Link IDM Document.
  4. Specify this information:
    Document Type
    Select the document type to search for.
    Document Name (optional)
    Specify all or part of the document name to narrow the results.
  5. Click Search.

    The results include only the documents that you can access in IDM.

  6. Select the documents to link and click Link.