Attachments in Infor Operations and Regulations

Infor Operations and Regulations uses EDM (electronic document management) providers to manage all attachments. An EDM provider can be an external system such as Infor Document Management or SharePoint that is used to manage documents, or it can simply be a directory on a file server.

To configure attachments for Rhythm for Civics, you must first add one or more EDM providers in Operations and Regulations.

Attachments in Operations and Regulations also use the concept of document types. Most EDM systems use document types to categorize documents, so you must define document types in Operations and Regulations to match the ones in the EDM system. Every attachment is then assigned a document type.

Finally, you must set up access control for your EDM providers and document types in Operations and Regulations. The user that you use to connect to Operations and Regulations (specified on the Portal User node of the Portal configuration) must be granted access to the providers and catalogs that you want to use.

Note: Normally Rhythm for Civics doesn't use the access roles and permissions defined in Infor Operations and Regulations, but this is an exception.

For more information about EDM setup and document types, see System Administration in the Infor Operations and Regulations User and Administration Library on docs.infor.com.