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Infor Document Management with Infor Financials & Supply Management – Customized Templates

August 17, 2021

Welcome to the IDM with Infor FSM blog series.

In the video below, Chris Wiekert, Director Product Management, shows how to customize output templates using the Infor Document Management Plugin for Microsoft Word. He will show how to download the Microsoft Word plug in from IDM, download templates from FSM, and make changes to the templates. He will also show how to add user fields created with Configuration Console to the template. Finally, he will show how to upload the document to the Purchasing Company so it can be used for printing purchase orders. For more information on printing documents see Part 5 of this series. 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.

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