Video: Infor Builder Hour: Master report generation in Infor Document Management (IDM)

This Infor Builder Hour session will show you how to leverage Document Output for Forms Printing from your ERP, including modifying your own Templates using a Microsoft Word add-in built by Infor. Join our very own Tridex Systems expert Brandon Watson, VP of CloudSuite Solutions as he joins Infor Senior Product Director Sam Green to walk through a full solution build.

Chapters in this video include:

• Introduction 00:00
• Business Problem 01:58
• Installing Output Management Word Add-In 04:07
• Setting up the Word Add-In 05:05
• Question: Logging in with Multi Factor Authentication (MFA) 08:51
• IDM Document Navigator Pane 09:36
• IDM Property Editor Pane 10:35
• IDM Content Source Pane 12:38
• Generate Test PDF 16:05
• Changing Labels 16:48
• Question: How hard is it to create a template from scratch and what is needed? 19:28
• Fixing XPath to Element 20:50
• Barcodes and QR Codes 22:28
• Resizing Images 25:45
• Using a Template 28:45
• Base64 Decoding for XML 34:55
• Question: Does the Add-In handle code128 encoding or do the strings need to be pre-encoded? 35:50
• Attribute BOD 39:05
• DocuSign Signature 40:48
• Enabling Document Signature 44:30
• APIs 45:40
• Incorporating Workflows 49:00
• Additional Resources 54:00