Dragging and dropping files into a panel

You can drag and drop files into the details panel of an MForm where you have created links. The file will then be associated with the current object in the form and automatically added to Infor Document Management (IDM).

You must create a link to Infor Document Management that will be used to associate your file to the link.

See Creating links to documents in Infor Document Management.

Perform these steps to drag and drop a file into a details panel:

  1. If you haven't done so already, open an MForm and make sure you are in the details panel of the form.
  2. From the location of the file in Windows, click and drag it into Infor Smart Office, then drag the file onto the form.
  3. In the Add Document to Link dialog box, select which link you wish to associate the file with.
  4. Click OK.
  5. Select a name and input any details you wish to add in the Advanced tab.
  6. Click Save.