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Infor Document Management with Infor Financials & Supply Management – Uploading Documents

November 13, 2020

Welcome to the IDM with Infor FSM blog series.

In the video below, Chris Wiekert, Product Director, shows how the Related Information contextual application is used to manually upload documents to IDM and relate them to business records within Infor Financials & Supply Management. He will use the context viewer to show how IDM uses the contextual messages sent from Infor FSM to determine the attributes and document type for the document being uploaded. We will also see the document as it resides in IDM and we will see how the attributes are updated when changes are made to the related business object in Infor FSM. Be sure to watch for the upcoming Infor Document Management with Infor Financials & Supply Management articles and videos in the coming weeks.

If you’d like to learn more about Infor Document Management, Infor Capture, or how these game changing technologies are used in Infor Financials & Supply Management, then please contact your Infor Client Account Executive or contact us any time.

For more posts about Infor Document Management with Financials & Supply Management, click here.

Comments

One response to “Infor Document Management with Infor Financials & Supply Management – Uploading Documents”

  1. I don’t see anything about using the IPA node for IDM to push up documents. I tried using it a few years ago but it wouldn’t work on multi-tenant until Infor figured out how to create a service account that would secure the tenant so you could use it. By that time we already had a work around solution so never got to try it.

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