To define documents, assign a code to documents, specify track revision information, and identify the location of the document.
When setting up electronic document files, consult your system administrator before
defining documents to determine if directories have already been set up.
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Select Administration > Setup > Documents.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the document belongs if you use multi-organization security.
Document - Specify a unique code identifying the document, and then specify a description of the document in the adjacent field.
Revision Number - Specify the revision number of the document. In other words, if you have updated the document since the document was entered in the system, enter 1.
Original Code - Specify the original code of the document.
File Location - Specify the location of the file.
File Type - Specify the type of file, such as word document (DOC), spreadsheet (XLS), and so forth.
IDM Document Type - Specify the document type if you are uploading it from the Infor Document Management system.
Effective Date - Specify the date to make the document available in the system to users of this organization.
Expiration Date - Specify the date the document at which the document is no longer available to those users in the system.
Title - Specify the title of the document.
Class - Specify the class of the document.
Revision Date - Specify the date of the latest document revision.
Pages - Specify the number of pages in the document.
File Path - Specify the file path of the document, such as URL (www.infor.net), file name (infor.doc), and so forth.
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Optionally, select the Out of Service check box to prevent the document from displaying in lookups across the system.
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Click Save Record.
Click Upload Document to upload an existing document record to the server. A document record must already
exist and cannot have unsaved changes to upload it from the Documents form. After uploading a document, File Type is automatically populated with Uploaded Document and File Path with the file name.