This webinar provides a practical introduction to the Infor IDM Word Plug-In and demonstrates how to design and maintain IDM document templates directly within Microsoft Word. Attendees will learn how to insert and manage data fields, apply conditional logic, and structure templates to ensure accurate and consistent output. The session also covers previewing techniques and common troubleshooting tips to help you build reliable, production-ready templates.
Agenda
- Installing and navigating the IDM Word Plug-In
- Adding fields, tables, and repeating data sections
- Applying conditions and formatting for dynamic content
- Previewing documents and troubleshooting common issues