Infor Document Management (IDM)

Infor Document Management (IDM) is a centralized solution integrated with Infor applications that allows organizations to store, manage, search, and securely share business documents. It ensures easy access to the right information at the right time while supporting compliance and collaboration.

Start Date: 2025-09-07

$ 64.00

999 in stock

What You Will Learn

By attending this course, you will learn how to:

  • Perform IDM Administration tasks such as auditing and creating read-only user access.
  • Configure and use the IDM Client Interface within the Infor OS Portal to search and manage documents.
  • Maintain IDM by setting up roles, authorizations, data models, attributes, and document types, as well as performing backups.
  • Configure and manage the IDM Control Center, including licenses, configurations, email setup, system health checks, and APIs (.NET, Java, REST).
  • Enable and manage document signatures and integrate with DocuSign.
  • Use Microsoft Outlook Add-in to connect emails and documents seamlessly with IDM.

 

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