Searching for documents using Infor Document Management Client in Infor Smart Office

To search for documents in IDM Client

  1. If you haven't already done so, open IDM Client, which is located in the Navigator.
  2. In the Search box, type the name of the document you wish to find.
  3. Select the document types you wish to search.
  4. Check the Search in Attributes box if you wish to search document attributes in addition to content.
  5. Click Search.
  6. The results of your search will be displayed on the right.
  7. There are three views you can choose from for displaying your search results.

    • Details: Shows details of documents.

    • Thumbnails: Shows a thumbnail image of the documents.

    • Card: Shows a thumbnail image of the document along with details.