Marketplace - Attach Files to IFS Document Management via IFS DOCMAN
Attach and version-control any file type to any IFS object using DOCMAN — works with Google Drive, SharePoint, or any file source.
Solution Details
- Difficulty Level
- BEGINNER
- Solution Type
- Recipe
- Author
- RutterKey
- Published on
- Oct 14, 2024
- Last updated on
- Jul 16, 2026
Get Started
Get StartedKey Features
- Create DOCMAN records with the correct Document Class, metadata, and configuration settings.
- Associate documents with any IFS object type — invoices, assets, work orders, and contracts.
- Maintain full version and revision control so document updates are tracked and auditable in IFS.
- Upload files from Google Drive as a reference implementation — adaptable to SharePoint or any source
- Support any file format — PDFs, images, videos, and scanned documents — across any document class.
- Extend existing recipes like the IFS Invoice AI Agent with reusable document attachment logic.
How it works
Controlled Document Attachment for Any IFS Object
Attach files to any IFS object — from supplier invoices to engineering assets — using DOCMAN's document configuration, versioning, and revision control, ensuring documents are stored and retrievable under proper configuration management.
Finance & Accounts Payable Documentation
Attach invoices, receipts, and payment records directly to the relevant IFS financial objects. Supports the IFS Invoice AI Agent recipe and broader AP automation workflows where document evidence is required at the point of transaction.
Engineering & Asset Document Management
Attach engineering drawings, specifications, and technical documents to IFS assets or work orders, keeping revision history intact and documents accessible directly from the IFS object record.
HR, Contracts & Commercial Documents
Store HR documents, contracts, commercial agreements, images, and video files against the appropriate IFS records — maintaining a single source of truth within IFS rather than across disconnected file systems.
Applications Required
- IFS