Defining documents
To define documents, assign a code to documents, specify track revision information, and identify the location of the document.
Note: When setting up electronic document files, consult your system administrator
before defining documents to determine if directories have already been set
up.
- Select Administration > Setup > Documents.
- Click New Record.
-
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, e.g, 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), etc.
- 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), etc.
- Optionally, select the Out of Service check box to prevent the document from displaying in lookups across the system.
-
Click Save
Record.
Note: 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.