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This 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 expert Brandon Watson, VP of CloudSuite Solutions at Tridex Systems, a long time Infor IPN Alliance Partner as he walks through a full solution build. SUBSCRIBE TO THIS CHANNEL: https://infortech.link/Subscribe More from Infor Technology: For more news subscribe to our blog: https://technology-blog.infor.com For more in depth training subscribe to Infor Campus: https://campus.infor.com For more information regarding Infor OS, Coleman, and Birst: https://www.infor.com/technology Infor Technology Community Forums: https://community.infor.com Infor Marketplace: https://market.infor.com/ #DocumentManagement #Infor #IDM 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