✅ Description for the Infor Document Management Webinar

In this in-depth training webinar, business consultant Clark Barnes of Central Data provides a comprehensive walkthrough of Infor Document Management (IDM) within the Infor OS and CloudSuite Distribution ecosystem. Designed for users across on-premise and CloudSuite environments, this session explains how IDM serves as a centralized, secure, and intelligent repository for all business documents.

Clark begins with an overview of IDM’s capabilities—document storage, automated retention policies, metadata management, and seamless integration with CloudSuite Distribution. Viewers learn how IDM captures both properties (system-driven metadata like creator, date, file size) and attributes (business-driven metadata like customer number, vendor ID, purchase order number) to improve searchability and context-based document retrieval.

The webinar demonstrates how to upload documents, search and filter files, navigate the Recently Modified and personal document lists, and create fully customized document types that support any file format—PDF, Excel, Word, JPEG, and more. Clark also covers IDM’s multi-layered security model, including Infor OS IFS roles and IDM Access Control Lists, ensuring organizations can precisely control who can view, edit, or delete documents.

A highlight of the session is the hands-on demonstration using Infor OS navigation, the Mingle interface, and the Share feature, showing how employees can collaborate on documents and drill back to related customer records, orders, or forms without leaving CloudSuite Distribution. Clark also explains how IDM links files to context apps, supports mobile uploads, and enhances productivity across finance, customer service, purchasing, and operations.

Perfect for new users, CloudSuite Distribution customers, and organizations modernizing document workflows, this webinar showcases how Infor Document Management simplifies document control, strengthens security, and unifies business data across the entire Infor ecosystem.

🎯 Keyword List

Primary Keywords

• Infor Document Management

• Infor IDM webinar

• CloudSuite Distribution document management

• Infor OS document storage

• Infor OS Mingle

• IDM document types

• Infor metadata management

Secondary Keywords

• Infor CloudSuite Distribution training

• IDM access control list

• Infor OS IFS roles

• Infor document upload tutorial

• Searching documents in IDM

• Infor business documents repository

• Central Data Infor webinar

• IDM properties and attributes

• Infor document security settings

• Infor document collaboration tools

Long-Tail Keywords

• How to use Infor Document Management in CloudSuite Distribution

• Step-by-step guide to creating document types in Infor IDM

• How IDM properties and attributes work in Infor OS

• Best practices for securing documents in Infor Document Management

• How to use the Recently Modified view in IDM

• Managing customer and vendor documents in CloudSuite Distribution

• Using Infor Mingle to share documents with drillback links

• How to configure retention policies in Infor IDM

• Searching documents and metadata in Infor Document Management

• Mobile document upload for Infor IDM users