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Infor Document Management with Financials & Supply Management – More Customizations

May 4, 2022

In the video below, Chris Wiekert, Director Product Management, continues with some additional examples of updating the delivered IDM Document Template. He will show how to add a table and link a field from the business class and how to add a little pop to the output document.  He will also show how to properly remove a field from the document to reduce risk of errors upon document creations.  And finally the video will show how easy it is to relocate a table and filed to another part of the document. For more information on updating delivered templates please also revisit video see Part 8 of this series. Be sure to watch for the upcoming Infor Document Management with Infor Financials & Supply Management articles and videos in the coming week.

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.

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