Adding an Infor Document Management provider

Note: There are some additional steps that you must complete in Infor Document Management to set up this type of provider.

See Infor Document Management setup.

  1. Select Resources > Attachments > EDM Setup.
  2. Click Add above the EDM Providers grid.
  3. Specify this information:
    Display Name
    Specify a display name for this provider.
    Reference ID
    Specify a reference ID for the provider. This is an internal identifier for the provider, so it can be anything you choose.
    Provider Type
    Select Infor Document Management.
    Default Document Type
    Specify the default document type for the provider. The default document type will be used for all attachments added to this provider, unless the user manually selects a different document type.
    Ensure Unique File Name
    Indicates whether file names within this provider must be unique when selecting files.
    Load automatically
    Select this check box if you want attachments from the provider to load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.
    Url
    Specify the URL of the Infor Document Management site.

    To get the correct URL, go to ION API from Homepages and open the Infor Document Management API. The URL is displayed in the Endpoints grid. Copy the URL up to, but not including the /api at the end.

    Infor Document Management URL in ION API

    User Name
    Specify a user name for Infor Document Management.
    Password
    Specify the password for the specified user.
    Enable ION API Authentication
    Select this check box if you're using an ION API file for authentication. This will bypass the user name and password. You must then upload your ION API file.

    See Infor Document Management setup.

  4. Add the document types that are managed by this provider.
    See Associating document types.
  5. Click Save.
  6. Set up access control for the provider and the associated document types.