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 as of a specified time. They remain there until you set the status to
Edited via the context menu.
Follow these steps to create follow-ups:
-
Click
Follow up in the context menu of an object.
The settings dialog for follow-ups will open.
-
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. - 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.
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