March 18, 2019
The Microsoft Outlook™ Add-in for Infor OS Document Management allows you to quickly upload email attachments directly into your IDM repository.
You can download the plugin from the Microsoft™ Add-in Store in Outlook.
The add-in is secured using the API Gateway. You can download the necessary credentials from the “Authorized Apps” section of the Infor ION API application. Upload the .ionapi file into the add-in and sign in.
Once authenticated, the plugin will automatically detect all attachments for a selected email. Choose the attachment you want to upload, select a document type, and fill in the attribute information. When you are finished, click “Upload to IDM” to push the document into your IDM repository.
This add-in requires:
- IDM v12.0.32 or later
- Microsoft Office 2013™ or later