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Infor Document Management with Infor Financials & Supply Management – Document Output

February 5, 2021

Welcome to the IDM with Infor FSM blog series.

In the video below, Chris Wiekert, Product Director, shows how to download, configure, and enable document templates in FSM. These templates are uploaded through FSM and stored in IDM where they are used to produce various business documents. Examples include Billing Invoices and Purchase Orders. In the coming videos we will demonstrate how to customize these templates, how to distribute them via email, and how to enable printing using Infor’s new Enterprise Print feature. 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 – Document Output”

  1. Jeremy Townsend says:

    Great series and information. It looks like part 8 will cover editing a template in Word, which is great as I need to know how to properly place a field specific to a line so it pulls the correct line number each time. Currently, when I do it, it just puts the line number for the one I select from the Data File section. Hoping I can get a reply before waiting for part 8!

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