Documents
You can access and manage documents directly from the Documents page in Infor Go. Installation of the Infor Document Management (IDM) application is not required.
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 IDM . 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 page of the Documents feature.
- Configure the Documents settings. You can set the start page, the default document type for new documents, and the quality for uploaded images.