IFS Cross-Functionals - Document Management


This course is a course towards gaining the IFS Certified Specialist - Functional accreditation. It enables students to cover and prepare all the examination specification topics for the Document Management exam.

Target Audience

Those who need to be able to identify and state the essential decisions to be made, basic data to be created and processes involved in the setting up of document management in support of multiple modules across IFS Applications™.
  1. Introduction to Document Management
  2. Document Basic Data
  3. Creation of document revisions
  4. Document revision life cycle
  5. Document Connections
  6. Document access
  7. Document templates
  8. Document packages
  9. Document transmittals
  10. Search for and use documents

At the end of this course, the students will be able to:

  • Identify and understand the purpose and scope of IFS Document Management
  • Define basic data for document management
  • Create a document in different ways
  • Manage a document throughout its life cycle
  • Understand the use of document connections
  • Understand the use of document access
  • Create document templates
  • Understand the use of document packages
  • Create and process a document transmittal
  • Search for and use documents
Knowledge: Basic knowledge of Windows programs, Use of ERP software in general, Basic knowledge of the document management business processes and Other skills.

Courses: IFS Fundamentals

Exams: IFS Fundamentals (recommended)


IFS Academy Inquiry Text


  • Consultants

IFS Applications Version:

  • IFS Applications 10


  • Specialist


  • IFS Cross Functionals

Course ID:




Type of Course:

  • Workshop