Prerequisites

Before you can start working with Microsoft SharePoint in Infor Document Management, you must have access to the Microsoft SharePoint Client or SharePoint Designer.

You must also have a valid user name and password to log in to the application with administrative privileges.

The following instructions explain the required steps for certain common tasks that are useful when using IDM. These instructions apply to SharePoint 2010, but are similar for SharePoint 2013.

For more information refer to SharePoint documentation.