Infor Document Management Administration Guide (Cloud)

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About this guide
IDM administration
Auditing in IDM
Creating read-only user access to IDM
Infor Document Management Client Interface
Client Configuration and Access
Infor Document Management Client in Infor Ming.le
Infor Document Management Client Features
Search Documents
Attribute Search
Free Text Search
Advanced Search
Manage Documents
Editing a document
Deleting a document
Reverting a document
Adding documents
Adding a document
Creating a template
Infor Document Management Maintenance
Prerequisites
Roles
Authorization using IFS
Maintaining Data Models
Attributes
Document Types
Backup
Configuring Infor Document Management Contextual Application for Infor Ming.le
Filtering Available Document Types
Infor Document Management Control Center
Access point
Information
Licenses
Examples
Administration
Document Type
Viewing document types
Adding a document type
Cloning a document type
Editing a document type
Deleting a document type
Document Type Details form
General
Attributes
Attribute details form fields
ACL
ACL details form
Related documents
ACL rules
Document owners
Activating the “Enable Owners” functionality for a document type
Defining an ACL for document owners
Adding owners to a document
Document owners – example
Value Set
Viewing value sets
Adding a value set
Adding values
Deleting values
Editing values
Import / Export
Using the Export tab
Using the Import tab
Configuration
Business context model
Document Types Filter
Filtering Document Types
Security Audit Log
ION Configuration
Specific Workflow Configuration
Languages
Result List
Adding a New Result
Deleting a Result
Editing a Result
Retention Policies
Creating a policy through XQuery
Creating a policy through the rule builder
MIME Types
Adding a MIME type
Enterprise Connector
Prerequisites
Print
Enabling IDM Enterprise Print
Manage Service
Tabs for IDM Enterprise Print
Adding a printer to the print service
Adding a TCP/IP printer in Windows
Email configuration
Testing the new template for emails sent with IDM
Configuration Management
Tools
Utilities
Development
IDM REST API Documentation
Java API
.NET API
Downloads
System Health
Health Check
Self Healing
User Roles
Synchronize Data Model
Document Output
Job Management
Document signature
Linking a DocuSign account
Enabling the IDM-SignatureUser security role for a user
Enabling a document type for signature
Microsoft Outlook add-in
Downloading the add-in
Creating an authorized app
Setting up the add-in
Using the add-in
File size limits
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