IDM - Output Management User Guide & Template Creation

Sameer Patelkhana

Hi, I have the following questions:

1. I noticed that the link to the "Infor Document Management Output Management User Guide (Cloud)" on your Document Management page isn’t working. Could you please update it?
2. We are using CSI 10 (CloudSuite Industrial) and would appreciate some guidance - starting point on configuring document templates for utilizing IDM.

Carsten Steinhoefel

I think you are looking for this URL: https://docs.infor.com/inforos/2025.x/en-us/useradminlib_cloud/default.html?helpcontent=idmopmug/cover.html

I am not sure if CSI has an inbuilt option to use Templates. If I remember correctly it just prints your standard SyteLine Reports and stores them in IDM with appropriate metadata - I may be mistaken though.