Downloading an attachment

You can download files that are attached to an alert or task, or that are linked to an alert or task from Infor Document Management (IDM)..

  1. Click the task or alert item to open the details view.
  2. Click Attachments.
  3. Select the document name from the list of attachments. Browse to the download location. Optionally, change the file name.

    You can download an IDM document only if you have access to it in IDM. Only the latest version of the IDM document is downloaded.

    To review a linked IDM document in the IDM interface, click the link icon next to the document name.