This webinar, presented by Clark Barns of Central Data, focuses on Infor Document Management (IDM), a system designed to be a central repository for all business documents within the Infor operating system. Barns explains core IDM concepts like document types (acting like folders with associated properties), properties and attributes (metadata for documents), and two levels of security (IFS roles and Access Control Lists).
Barns demonstrates how to input and search for documents using both the web application and context apps within CloudSuite Distribution, highlights features like creating custom document types, applying document type filters, and touches upon the mobile app for adding documents remotely. The session also includes a question-and-answer segment addressing specific use cases and administrative options within IDM.
