Infor document management

Author: m | 2025-04-24

For detailed information on working with documents in Infor Document Management, see the Infor Document Management User Guide. Log in to Infor Ming.le or Infor OS Portal as a user Configuring Infor Document Management Contextual Application for Infor Ming.le. Filtering Available Document Types. Infor Document Management Control Center

Infor OS - Infor Document Management

This guide provides basic end user instructions for the Infor Document Management (Document Management) web application. Infor Document Management (Document Management) is an enterprise document management application deployed and integrated within the Infor OS portal. Access the application with the Document Management URL. This table shows the home page and its areas: This section describes how to search for documents, how to use the navigation bar, and how to work with documents. To access the Control Center, click the options menu next to the + Add Document button on the Document Management landing page and select Control Center. With the Homepage widget you can view and access Document Management documents faster and in-context of a user defined webpage. During navigation through other Infor applications, an in-context widget becomes available called Related Information. With the Microsoft Outlook add-in, users can upload email attachments directly into Document Management. You can use document signature to send documents that are stored in Document Management to be signed electronically. In Document Management, the signature is stored as part of the document's metadata. Skip to main contentResourcesBlogCareersCustomer CenterDistribution IndustriesManufacturing IndustriesService IndustriesPlatformServices & SupportPartnersAboutInfor NewsAnalyst ReportsCustomer StoriesEvents Overview Infor Office LocationsContact InforInvestor Information Infor Ambassador ProgramData PrivacyCompliance and GovernanceStewardship Enterprise Resource Planning (ERP)FinancialsHuman Capital Management (HCM)Supply Chain Management (SCM)Workforce Management (WFM) All solutions ERP M3ERP Distribution SX.eAI / MLAnalytics & ReportingConfigure Price Quote (CPQ)E-commerceFactory TrackInfor NexusProduct Lifecycle Management (PLM)SunSystems All products Industrial ManufacturingIndustrial Machinery & EquipmentAerospace & DefenseApparel, Footwear & Textiles AutomotiveHigh Tech & ElectronicsConstruction & EngineeringEnterprise Resource Planning (ERP)Sustainability and ESGFinancialsHuman Capital Management (HCM)Product Lifecycle Management (PLM)Supply Chain Management (SCM)Workforce Management (WFM) All solutions ERP LNERP M3ERP SyteLineConfigure Price Quote (CPQ)Manufacturing Execution System (MES)Infor BirstInfor NexusSunSystemsWarehouse Management System (WMS) All products Enterprise Resource Planning (ERP)FinanceSupply Chain Management (SCM)HR and Talent ManagementWorkforce Management (WFM)Clinical InteroperabilityCommunity Development & Regulations All solutions HR PayrollWorkforce SchedulingTime and AttendanceBirst AnalyticsCloverleaf and FHIRIPS HansenFinancials & Supply ManagementSunSystems All products Platform OverviewData & InsightsEnterprise AIIntegration (iPaaS)Application DevelopmentInfor Value+GenAIProcess IntelligenceInfor Velocity SuiteEnterprise AutomationGlobal Professional ServicesInfor CareFor Managed ServicesOrganizational Change ManagementSupport PlansInfor CareFor SuccessInfor Concierge Log InTrainingCertificationUser Adoption PlatformInfor MarketplaceInfor Marketplace makes it easy for partners to channel ideas and share innovations in a single locationMonetize your Infor solutionsEuropeCzech RepublicFranceGermanyItalyNetherlandsNordicsPolandSpainUnited KingdomResourcesBlogCareersCustomer CenterThe true realization of business value from a software investment is related to the speed with which end-users embrace new systems and processes. By combining change strategy, communications, organizational readiness, alignment, stakeholder management, and end-user training, Infor Transformation Services ensure that our customers are fully empowered to gain maximum value from their solutions. Tailored solutions range from full-time organizational change management and end-user training resources, to packaged offerings. Infor can support organizations of all sizes with the exact vision and offering to ensure that transformation and innovation can thrive before, during, and after a specific initiative. Infor Transformation Services offers an Infor Organizational Change Management (OCM) Launch Pack—a robust set of change management tools to use before and during implementation, as well as a workshop to start the change initiative off on the right foot and strongly sustain it, through “go live” and beyond.Manage training and support materials with Infor UAPAuthor and manage unique learning content with Infor User Adoption Platform (UAP). Record keystrokes to instantly create custom content that directly reflects how to navigate your organization's business processes and procedures. Everything you create can be made available as context-sensitive help within your Infor applications.Let's ConnectContact us and we'll have a Business Development Representative contact you within 24 business hours.

Infor Document Management User Guide - Infor Documentation

Skip to main contentResourcesBlogCareersCustomer CenterDistribution IndustriesManufacturing IndustriesService IndustriesPlatformServices & SupportPartnersBecome a PartnerFind a Partner Referral ProgramInfor + AWS Partnership AboutInfor NewsAnalyst ReportsCustomer StoriesEvents Overview Infor Office LocationsContact InforInvestor Information Infor Ambassador ProgramData PrivacyCompliance and GovernanceStewardship Enterprise Resource Planning (ERP)FinancialsHuman Capital Management (HCM)Supply Chain Management (SCM)Workforce Management (WFM) All solutions ERP M3ERP Distribution SX.eAI / MLAnalytics & ReportingConfigure Price Quote (CPQ)E-commerceFactory TrackInfor NexusProduct Lifecycle Management (PLM)SunSystems All products Industrial ManufacturingIndustrial Machinery & EquipmentAerospace & DefenseApparel, Footwear & Textiles AutomotiveHigh Tech & ElectronicsConstruction & EngineeringEnterprise Resource Planning (ERP)Sustainability and ESGFinancialsHuman Capital Management (HCM)Product Lifecycle Management (PLM)Supply Chain Management (SCM)Workforce Management (WFM) All solutions ERP LNERP M3ERP SyteLineConfigure Price Quote (CPQ)Manufacturing Execution System (MES)Infor BirstInfor NexusSunSystemsWarehouse Management System (WMS) All products Enterprise Resource Planning (ERP)FinanceSupply Chain Management (SCM)HR and Talent ManagementWorkforce Management (WFM)Clinical InteroperabilityCommunity Development & Regulations All solutions HR PayrollWorkforce SchedulingTime and AttendanceBirst AnalyticsCloverleaf and FHIRIPS HansenFinancials & Supply ManagementSunSystems All products Platform OverviewData & InsightsEnterprise AIIntegration (iPaaS)Application DevelopmentInfor Value+GenAIProcess IntelligenceInfor Velocity SuiteEnterprise AutomationGlobal Professional ServicesInfor CareFor Managed ServicesOrganizational Change ManagementSupport PlansInfor CareFor SuccessInfor Concierge Log InTrainingCertificationUser Adoption PlatformEuropeCzech RepublicFranceGermanyItalyNetherlandsNordicsPolandSpainUnited KingdomResourcesBlogCareersCustomer CenterVideo Customer StoriesDB Schenker creates customer value and visibility with Infor NexusOverviewUsing the Infor Nexus commerce network, DB Schenker gains stronger data management capabilities for greater supply chain insight. This allow the logistics provider to create additional value for its customers with enhanced shipment visibility, predictive ETA notifications, and more.Let's ConnectContact us and we'll have a Business Development Representative contact you within 24 business hours.. For detailed information on working with documents in Infor Document Management, see the Infor Document Management User Guide. Log in to Infor Ming.le or Infor OS Portal as a user Configuring Infor Document Management Contextual Application for Infor Ming.le. Filtering Available Document Types. Infor Document Management Control Center

Infor Document Management with Infor Financials Supply Management

Infor SunSystems Cloud is a modern financial ERP that is powerful, configurable, and flexible. It is designed for companies with diverse business lines or multiple locations with complex financial and accounting management. The system provides professional and user-friendly reporting.This market-leading financial management system is supported by Infor OS, Infor’s powerful Digital Transformation platform.Modern & Flexible Financial ERPInfor SunSystems is a scalable, comprehensive solution encompassing necessary business processes with powerful integration to third-party products.LLP Group has over 30 years of experience in SunSystems consulting and implementation.Reasons for SunSystems CloudInnovate fasterReact to ever-evolving market changes and pursue new business opportunities more quickly and cost-effectively due to seamless ongoing upgrades.Effective Digital TransformationInfor SunSystems Cloud, together with Infor OS, combine business processes with modern technology that is available for your needs.Simplify compliance Security and compliance updates can be pushed out automatically to the entire organization.CapEX to OpEXInfor SunSystems Cloud can help free up capital while delivering the flexibility to meet evolving organizational needs.Lower cost of ownershipAs a SaaS (Software as a Service) solution, you are free from any hardware, security, or IT resource costs as well as license or maintenance costs.Achieve 24×7 serviceAvailable every day, 24 hours a day, no matter where employees are located or what devices they’re using.Why SunSystems Cloud?Traditional financial management systems often lock you into rules, structures, and business models that can’t evolve to meet changing needs. Infor SunSystems Cloud has the agility to work the way you want, empowering you to meet change with confidence and easily manage business growth. SunSystems Demo VideoWatch core capabilities of Infor SunSystems, a multi-tenant cloud-based financial management solution designed for growing international companies with complex requirements. The system is also available for traditional on-premise deployment. Six reasons to implement a new financial system Here are some typical business scenarios that suggest you may need a new information system. Discover six key reasons why you may need a change.Benefits & Main FunctionsAre you interested in SunSystems?If you want to try Infor SunSystems software, send us a message.Bank Payment SystemLLP Group’s Bank Payment System links Infor SunSystems to your local banking software, automating the processing of bank statements as well as payments.ProcurementiPOS solution adds procurement workflow to Infor’s SunSystems, minimising the administrative cost of purchasing and maximizing savings through wiser purchasing decisions. Resources Brochure Financial management simplified: Discover Infor SunSystems Cloud Brochure Five reasons CFO´s are moving their financial infrastructure to the cloud Brochure Infor SunSystems Brochure Top reasons to upgrade to Infor SunSystems Cloud Data Sheet SunSystems Accounting Case study Corinthia Hotels Case study Menzies Aviation Case study AVON Case study Langham Hotels Case study Mercure Bucharest City Center Dietmar Trimmel Director – CFO at WIC Prague a.s. “Implementing Infor SunSystems 6.4 at Fairmont Golden Prague is an essential step in ensuring our financial operations are both streamlined and future-proof. LLP Group’s expertise has been instrumental in adapting the system to our needs, providing a strong foundation for the hotel’s financial management.” Jan Slunský Vice President of Financial Systems “Our partnership with LLP Group Leading Australian hotel chain deploys Infor technology to centralise data and streamline operationsSYDNEY, Australia – 22 April 2021 – Infor, the industry cloud company, announced today that View Hotels has deployed Infor Hospitality Management Solution (HMS) and Interfaces across its three Australian Hotels to better leverage the cloud for data insights, marketing and remote working.Learn more about Infor Hospitality Management Solution (HMS)In the few months of using Infor’s robust cloud platform, View Hotels has already seen tremendous success in generating valuable customer insights leading to increased revenue. Ensuring it securely stores and uses data in compliance with current and future regulations is key.Mimi Wong and Neil Wong, owners of the View Hotels chain, selected Infor to completely replace its existing legacy solution as a means to change the hotel chain’s culture and productivity. “The decision to select Infor was made precoronavirus pandemic. We recognised the need to change the way we conduct our business activities. We needed a reliable partner that can deliver a central platform that communicates with every department. Every person who uses the system must be able to access the information and use the built-in tools to do his or her job. Implementation and training went ahead virtually, and we clearly see the benefits of Infor,” said Neil.Other benefits of Infor HMS for View Hotels include:Improving guest experience and reducing friction at transaction points by adopting quick, easy-to-use customer contact modules and applications that are supported by mobility solutionsEnabling mobile access for operating teams and management to be able to check hotel status, review guest information, process tasks, run reports and more, even when off-site and working from homeProviding detailed insights into business performance utilising business intelligence (BI) tools and reporting systems to facilitate revenue and profitability optimisation“We’re thrilled to be selected by View Hotels as its primary hospitality technology supplier and to be recognised as a trusted partner in its journey to deliver a cloud-first, streamlined business,” said Eric Wong, vice president, hospitality, Infor Asia Pacific. “Infor HMS will help View Hotels align its departments onto one ‘true’ platform, and enable sales, marketing, finance, revenue, and

Infor Document Management (IDM) - Infor Developer

Business ProblemYour company is in the process of migrating to an Infor CloudSuite, which necessitates the transfer of all your current digital document data from an existing repository to Infor Document Management (IDM).RequirementsA basic understanding of how to use the command line is recommended for this guide.IDM-Administrator roleUser privileges to ION Desk (IONDeskAdmin) and ION API Gateway (IONAPI-Administrator)This will involve running a local program that connects to the Infor Cloud. Large imports and exports can consume a lot of memory on the local machine so 16GB RAM is recommended.Java 8+ is required.If Java 11+ is used then JavaFX needs to be installed as well ( The Utilities tool can be started from command line where the “module-path” points to the JavaFX directory:java -Xms1024m -Xmx1024m –module-path “C:\Program Files\Java\javafx-sdk-11.0.1\lib” –add-modules=javafx.controls,javafx.fxml,javafx.web -jar Utilities-.jar TutorialDifficulty: EasyEstimated completion time: 15 minutesThis solution, as opposed to Bulk Import, is specifically for unstructured files with no metadata. The metadata/attributes will be added to the files as they’re uploaded to IDM.1. Finding the IDM Utilities ToolTo access the File Import function in IDM, start by navigating to the Control Center. Once there, select the “Tools” tab and click on “Utilities” then “Download”.Keep in mind that there is extensive documentation available for these packages, but this guide will focus specifically on the IDM Utilities’ Bulk Import function.2. Starting up the toolThere will be 2 jar files in the unzipped utilities package. The one you’ll want to run is does not have “sources” at the end.The IDM Utilities tool can be ran completely in the command line, but there’s also a GUI that we can use. Navigate to the folder, type “cmd” in the folder address bar and hit Enter. This will open the command line right in that folder. Then input this command along with the name of the correct jar file to open up the GUI.java –jar .jarEx: java -jar Utilities-2022.08.00-47.20220728T090651Z.jar3. Setting up the IONAPI fileNow, in order to connect the IDM Utilities tool to your respective environment you’ll need to generate an IONAPI file. Navigate to Infor ION API, click on “Authorized Apps” and in the search bar type in “IDM”. You are looking for an API that says “Backend Service”.Click on it, navigate down to “Download Credentials” and click on that. You’ll want to enable “Create Service Account” and input your name and then hit Download.4. Running the ToolUsing the jar command from earlier, start up the tool, and put in the IONAPI file you created. Your screen should look something like this.Select the File Import tab. Then select the Document Type you’d like to upload these files to and select the Path for the folder they’re contained in.Some things to note here.You can put the processed files into a secondary location. This is optional. If specified, then a folder called “movedFiles” will be generated in the folder containing the processed files. If there are files in this folder then those files will be moved to a new sub-folder called “oldFiles_{timestamp}”.Filename Attribute is where the filename

Infor Document Management with Infor Financials Supply

HMS enables personalized service, leading to improved guest satisfaction and loyalty.Real-Time Data Access: The software offers real-time access to critical data, allowing hotel staff to make informed decisions quickly, such as adjusting room rates based on occupancy levels.Improved Revenue Management: With advanced analytics and reporting tools, Infor HMS helps hotels optimize pricing strategies and maximize revenue through dynamic pricing models.Efficient Housekeeping Management: The system automates housekeeping schedules and tracks room status, ensuring timely room turnovers and maintaining high cleanliness standards.Seamless Integration: Infor HMS easily integrates with other systems, such as point-of-sale and customer relationship management tools, providing a cohesive technology ecosystem.Scalability: Designed to grow with your business, Infor HMS can accommodate the needs of small boutique hotels to large international chains, ensuring long-term usability.Enhanced Security: The software includes robust security features to protect sensitive guest information and comply with data protection regulations, reducing the risk of data breaches.Mobile Accessibility: With mobile capabilities, staff can access the system from anywhere, improving flexibility and responsiveness to guest needs.Cost Efficiency: By automating routine tasks and reducing manual errors, Infor HMS helps lower operational costs and improve overall profitability.Comprehensive Reporting: The platform provides detailed reports on various aspects of hotel operations, enabling management to identify trends and areas for improvement.Customizable Interface: Users can tailor the interface to their specific needs, enhancing usability and ensuring that staff can quickly access the information they need.Centralized Reservation Management: Infor HMS consolidates all reservation channels into one system, reducing the risk of overbooking and ensuring accurate availability information.Proactive Maintenance Scheduling: The system tracks maintenance needs and schedules repairs proactively, minimizing downtime and extending the lifespan of hotel assets.Guest Self-Service Options: By offering self-service check-in and check-out options, Infor HMS enhances convenience for guests and reduces front desk congestion. read more... Front Office Management: Streamline the booking process with a reservation management system equipped with a voice-to-text function. Manage check-ins and check-outs with color-coded room charges and payments. Accept multiple payment methods and currencies. Get an overview of occupancy and availability, change reservations, make a list of arrivals and book rooms for groups. ID and Passport Scanner: Automatically capture. For detailed information on working with documents in Infor Document Management, see the Infor Document Management User Guide. Log in to Infor Ming.le or Infor OS Portal as a user

Infor Document Management Client in Infor Ming.le

With updates to Infor Concierge, the vendor intends to improve customer access to Infor ERP services and products to expedite the problem-solving process. Infor updated its customer self-service platform, Infor Concierge, to improve customer access to Infor resources. Developed with the Infor Customer Experience Board, the offering incorporates feedback and research to ensure the voice of the customer is accurately represented and served, according to the vendor. Infor Concierge is a hub of relevant Infor information for customers regarding their ERP portfolio, such as key contacts, incident and knowledge management, product lists, renewal dates and event information. The vendor claims this feature enables easy access to multiple Infor systems and offers an overview of open support incidents, status details and a search function for Knowledgebase articles. With this update, Infor Concierge comes with an improved UI and new capabilities, including the following: full mobile access; personalized news feed displaying relevant information to individual customers; access to Infor Services project details; single sign-on to Infor Campus training site for courses and course catalogs; and self-help guides to help users navigate the Infor system. Infor Concierge is a landing page that serves as the gateway and organizer for customers to access multiple Infor systems; the app's product roadmap feature also provides users access to applicable Infor products for their issues, the ability to quick view and rate product improvements, and access to product-specific training, such as classes or webinars. According to the vendor, Infor Concierge simplifies the customer experience by consolidating all resources into one space. By increasing customers' access to Infor services and products with Infor Concierge, the company anticipates the feature will minimize unnecessary calls and emails and speed up the problem-solving process. Infor, offering a wide range of ERP products, platforms and services, competes closely with Microsoft in the ERP realm. Both vendors, however, fall short of ERP giants SAP and Oracle, which claim almost twice the market share of Infor or Microsoft. Dig Deeper on ERP implementation What is Infor? By: Katie Terrell Hanna Infor a penny, Infor a pound By: Marc Ambasna-Jones Infor Enterprise Automation looks to ease RPA for ERP By: Jim O'Donnell Infor execs tout ERP SaaS growth, industry functionality By: Jim O'Donnell