Creating new IDM document types for use in EAM - HxGN EAM - Version 11.07.01 - Feature Briefs

HxGN EAM for Infor Document Management

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

To create new IDM document types:

  1. Log in to Infor Ming.le® Cloud and navigate to Document Management.

  2. Click the icon in the upper left hand side (3 horizontal bars) to the left of "Documents" in the Header title bar.

  3. Select Document Type.

  4. Click the Copy Document Type icon for the existing record called "EAM".

  5. Enter a Name and an ID for the new document type. Click Next several times until the Finish option appears.

  6. Click Finish and then confirm the addition.

    It is not necessary to make any changes to the new document type other than Name and ID. Removing or changing existing attributes could cause the document type to fail.

  7. This new Document Type will appear in EAM on the Documents screen and the Upload Document popup with a field label of IDM Document Type.