Enable ION configuration in IDM

Once you have created a custom document type and have added documents within it, enable Publish to ION Configuration in IDM to sync the added document types and their included documents with the IPLMF application.

  1. In the Document Management component, go to Control Center.
  2. From the Configuration tab, click ION Configuration.
  3. In ION Configuration window, enable ION Connection.
    The connection enables IDM communication with ION. This also uses the workflows, publish document changes, and update documents based on BOD's from ION.
  4. From the Document Type Configuration pane, go to the added document type, then enable Publish to ION.
  5. Refresh the page to reflect changes.