Importing document types

You can import document types and their associated attributes from an EDM system.
Note: Document types and attributes can only be imported once. If you later change a document type or attribute in the EDM system, you cannot reimport it. You must manually update the document type in Infor Public Sector.
  1. Select Resources > Attachments > Document Type Setup.
  2. Click Import Document Types from EDMS above the Document Types grid.
  3. In the EDM Provider list, select the provider from which you’re importing document types.
  4. In the grid, select the check box for each document type that you want to import.
  5. For each document type, select the attributes that you want to import.
    The Attributes column in the grid shows the count of attributes for each document type. These values are hyperlinked so you can view a list of attributes and select the ones that you want to import.
  6. Click Save.