Creating Documents
Valid for: enaio webclient version 8.50 SP1
Documents must be created and indexed in a folder or in a register. The administrator establishes whether and which type of documents can be created at a location. Similarly, the number of documents that can be created in one location may be limited.
When creating documents, you must first assign a document type to the document. The document type defines the index data form to be filled in and the module to be used. Modules define which file formats are permitted for the document. When creating module-spanning documents, you must firstly assign a module to the document independently.
A file is generally assigned to documents. Image documents can also allow several files.
Documents can also be created as documents without pages. You then do not assign any file to the document. The administrator establishes whether you can assign files to a document.
Follow these steps to create documents:
- Open the location.
- Select a folder or register in the filing structure of a location, or click in an empty part of the list area.
-
Click
New in the context menu and click the desired document type in the selection menu.
For module-spanning document types, you must assign a module to the document in a further selection menu after clicking it.
An index data form and the Add content/Select template section will open in the workspace.
-
Fill out the index data form.
Documents without pages can be saved after the index form has been filled in.
-
In the Add content area, click on the
Plus icon and select a document file.
Alternatively, files can be drag and dropped from Windows Explorer to the Add content area.
- Click Save.
The document will be created, and will be shown in the filing structure of the location.
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