Infor Document Management (IDM)

Document Output Management: IDM’s ability to create templates for document creation, the distribution of documents through email, and the ability to cloud print with IDM’s Enterprise Print feature.
Output Management Templates: The capability to combine application data with customized templates to produce business documents. Templates can be created or modified using the Microsoft word add-in included with IDM.
Contextual Applications: The related information contextual application provides the ability to display relevant documents stored within IDM alongside their corresponding business records. This is not limited to read-only access. Users can download, print, email, sign, or upload documents to IDM via the related information contextual application.
IDM Capture: An optional add-on component, IDM capture provides optical character recognition (OCR) to transform unstructured content into meaningful data. Typically used for automating the AP invoice process but must be certified with the ERP.
Attributes: Defined by the creator of a document type to store a characteristic. Can be used to create a reference between a document in IDM and a record in an Infor application. Can store: metadata, values, properties. Ex: item ID, supplier number, invoice number, purchase order number
Infor Mobile App: Utilize IDM capabilities on a mobile device, allowing the user to view, upload, search, and manage documents.