Connecting to Infor Document Management

Infor Document Management (IDM) is used to archive proprietary files, which are either created by or received into LSP.

Proprietary documents are added into IDM with a predefined document type, which is filled with attributes that enable retrieval of proprietary file for display in an external application. See IDM document types for more details on the attributes of the document type.

IDM is also used for storing created reports in LSP. After report creation, the created report is accessed from IDM.

Integration to IDM is part of the cloud provisioning and is ready to use for LSP versions 2021.03 and later. You must provide the GUID of the user that would be used to connect with IDM in File Server Setup. If your tenant was created prior to March 2021, you must manually configure IDM. You can raise an incident in the Infor Support Portal and request for the Manual Configuration of IDM with LSP CE provisioned pre-2021.03 document.