Server settings

The server settings connect the add-in to your Document Management environment.

  1. Verify that the Document Management Service URL is correct.
    The URL must have this format: <Infor OS login URL>:9543/ca
  2. Click Verify. A “Successful Server Response” message is displayed. This is a confirmation that this URL is valid.
  3. Verify that the login URL is correct. This is the URL you use to access your instance of Infor OS.
  4. Sign in using your Infor OS credentials. If your login was successful, a "Login was Successful!" message is displayed.