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Introduction
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IDM Settings and Personal preferences
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Saving a document
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Creating a new version or new document
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Quiz - Personal preferences and saving documents
- IDM Explorer Window
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IDM Explorer Window
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Right click functionality
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Searching and filtering
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Saving a search
- IDM and Outlook
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Saving emails and adding attachments
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Saving a PDF or Excel to IDM
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Quiz IDM Window and Outlook
- Up Next
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Summary
Infinitylaw Document Management - IDM
This course gives a basic introduction to saving and retrieving documents and other file types in the Infinitylaw Document Management (IDM). The course does not cover all the functionality available in the Document Management, to learn more about IDM request training from the Infinitylaw Training Team.
IDM
In this course you’ll learn:
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- How to save a document or other file types
- How to manage the Document Explorer window
- How to search for a file
- How IDM interacts with outlook
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