Adding content in Infor Document Management

Before you begin, ensure that the Context Viewer is displayed in the context applications pane of your application screen. See Enable and configure the Infor Ming.le™ Context Viewer.

For detailed information on working with documents in Infor Document Management, see the Infor Document Management User Guide.

  1. Log in to Infor Ming.le™ as a user with administrator privileges in Infor Document Management. From the application switcher, select the application and screen where you want the document to be displayed.
  2. In the Context Viewer, select InforBusinessContextObjects from the Message Type drop-down menu. Copy the screen ID into a text editor, such as Notepad. The screen ID is displayed in the format:
    "screenId": "[screen_ID]", where [screen_ID] is the screen ID of that screen.
  3. To add the content to multiple screens, repeat Steps 1 and 2 for each screen.
  4. From the application switcher, access Document Management.
  5. Click + Add Document.
  6. Scroll or type to search for the document type SMARTHELP.
  7. Select SMARTHELP.
  8. Select the blank template.
  9. To add a file, drag and drop or browse to the file location.
  10. Select the Attributes tab. Specify this information:
    SCREENID
    Enter the screen ID you found and copied in Step 2.
  11. To add the content to another screen, repeat Step 9 for the remaining screen ID or IDs.
  12. Optionally, select the Security tab to change the access control list from the default option.
  13. Click Save.