Infor OS

Infor Document Management

The smarter way to manage your documents

Infor Document Management provides centralised storage of business documents.

Infor Document Management allows users to attach, view, edit, share, download and control the flow of electronic documents around your organisation whilst retaining document security.


Tagging and accessing documents

Using Infor Document Management, users can tag documents using both standard and custom attributes.

Users can then drag and drop these documents into their relevant document folder where they are automatically stored with their attributes attached based on the context of the document.

Whether the document is an AP invoice, a technical specification or a purchase order, provided the user has the right security and permissions, documents of any type are accessible at any time.


View documentation based on activity

As users traverse and act in the system, the information in their widget updates.

As documents are distributed based on system activity, only users with relevant permissions will be shown those documents, tasks and alerts related to the document displayed, enabling associated operations to be executed quickly.


Consolidated view of all activity

With Infor Document Management all activity is tied to distributions configured in the ION desk.

As a result users are able to receive alerts, tasks and notifications relating to the activity within their individual inbox.

Users can then immediately act on tasks and activity that have been sent to the inbox or within the relevant application, as well as via widgets in HomePages and on their mobile device.

Download the Infor OS Brochure

For a full list of features and benefits of Infor OS as well as how TouchstoneEnergy can integrate Infor ION into your organisation.

Request the Infor OS Brochure

Key Benefits of Infor Document Management:

Design, create and automatically distribute documents.

View, append and update relative tasks, alerts and documents.

Consolidated view of all tasks, alerts and notifications in one place.

Other features of Infor OS:

Infor OS Technology Stack

Infor OS Technology Stack

Designed as your digital transformation platform, Infor OS seamlessly integrates your business systems giving organisation-wide visibility into real-time management information needed to drive business decisions.

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Infor ION

Infor ION

Infor Intelligent Open Network (ION) integrates any 3rd party enterprise systems with Infor business software eliminating information silos and optimising your return on technology investments.

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Infor Workflow

Infor Workflow

Infor Workflow is an intelligent process automation solution that executes tasks in innovative ways, recommending next-best actions, predicting potential issues and adjusting your systems accordingly.

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