Creating Follow-Ups

Valid for: enaio webclient version 8.50 SP1

You can create follow-ups for folders, registers, and documents in enaio webclient. Follow-ups are used as a processing reminder, for example. They are shown in Inbox – icon Inbox as of a specified time. They remain there until you set the status to Edited – icon Edited via the context menu.

Follow these steps to create follow-ups:

  1. Click Follow-ups – icon Follow up in the context menu of an object.

    The settings dialog for follow-ups will open.

  2. Select follow-up settings

    Setting Description
    Select follow-ups on

    Select date and time using the calendar add-on.

    You can also enter or correct the date and time manually.

    The latest possible date for a follow up is 01/18/2038.

    Annotation

    Enter your follow-up notes. The text you enter here is shown in the enaio inbox or in the e-mail subject line of your e-mail program.

    E-mail

    After enabling the check box, you can enter e-mail addresses for the notification. Several e-mail addresses can be separated with commas, semi-colons, and spaces. A maximum of 255 characters is possible.

    Create for
    • Myself: The follow-up is shown in your inbox as of the specified time.
    • Others: Using a selection dialog, you can assign the follow-up to one or several other users or groups.
    Confirm with password The recipient of the follow-up is prompted to confirm notice of the follow-up with their login password.
  3. Click Save.

The follow-up is created and will be shown at the specified time in your inbox or in the inbox of the specified editor or editors.