enaio Outlook Add-In NG SP1: Functions
Valid for: enaio Add-In NG Version 8.50 SP1 SP1
E-mails and Outlook objects such as appointments can be created in Microsoft Outlook via the enaio Outlook Add-in NG in enaio. They are assigned to an e-mail document type and inserted at a location. Using the Open Location function, the location can be opened from Outlook with enaio Outlook Add-In NG in enaio inserted e-mail objects in enaio client. enaio client must be open at the workplace.
This add-in extends the Start ribbon tab in Outlook to include the enaio group.
Functions of the add-in:
In the current location |
The selected e-mail object is inserted in enaio client at the currently opened location. |
User-defined |
List with your user-defined locations from which the user can select the desired location. |
Suggestions |
List with the following locations: Current locations: List with all opened folders and registers from which the user can select the desired location. A maximum of 10 locations will be offered. Recent locations: List of all locations last selected, from which the user can select the desired location. A maximum of 10 locations will be offered. Suggestions: Optional: Proposals that are determined by script depending on e-mail object data. |
Open location |
For an e-mail object already inserted in enaio via enaio Outlook-Add-In NG, the location can be opened in enaio client. |
The insert functions are also available when sending and forwarding an e-mail object. |
If the user clicks on a location in a list while holding down the CTRL key, it is opened in enaio client.
The index data form is not opened when transferring e-mails via the Outlook add-in NG. If the object type also contains fields, these will remain empty. If there are required fields, the e-mail objects are not copied.
User-defined locations
Via the arrow in the enaio group, you open the configuration dialog for user-defined locations.
Via + you add the location currently open in enaio client to the list of user-defined locations.
The edit icon at the end of the row can be used to change the name; the delete icon can be used to remove a user-defined location. A maximum of 10 locations are possible.
Select File > Options > Add-ins > Add-in Options to open the configuration dialog.
Notifications
The enaio Outlook add-in NG displays a message if an e-mail object has been inserted and also if errors occur.
Error messages:
- Unable to establish a connection
- Error adding the e-mail in enaio
Use the button on the right-hand side to start enaio client.
The button on the right-hand side can be used to send an error log to the administrator.
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