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Announcing: MS Outlook Add-in for Infor OS Document Management

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


One response to “Announcing: MS Outlook Add-in for Infor OS Document Management”

  1. Michael K. says:


    Is there a way to remotely deploy the .ionapi file into the end user’s add-in? I’ve been reading up on add-ins but haven’t seen anything useful yet.

    There are 2 reasons to do this.

    1. To make the installation smooth for the user.

    2. Sending user’s a file with an authorization code may not be a best practice.

    Maybe it’s not an issue but I’d like to be certain

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