Adding a document using the IDM Webpart - 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

You can view a document using the IDM Webpart when working in EAM with a Part record.

To add a document using IDM Webpart:

  1. In the Record View for a part, click the double arrow icon located in the upper right hand corner of the screen. A menu will display; the user may need to collapse sections to view the Related Information details.

  2. In the Related Information section, click the paperclip icon to add a new document (circled in red).

  3. In the Add File window, select a file in the File field, and then click Upload.

    Notice the Context field is populated with the entity type and the Document Type has been defaulted to EAM.

    The new document has been added to the Part’s list of documents. Page 2 of 2 displays under the document thumbnail. The is referenced as "No Name" and a thumbnail for the document that matches the type of file that was uploaded is displayed.

    When EAM, ION, and IDM synchronize, the new document will have a Documentid generated by the system, replacing "No Name". Click the thumbnail to view the new document within IDM.