Managing Follow-Ups

Valid for: enaio webclient version 8.50 SP1

You can create follow-ups in enaio webclient for folders, registers, and documents. You can view, edit, and remove these follow-ups in the follow-ups inbox.

The follow-ups inbox lists objects whose follow-up date is reached. You, or other users you have added to your follow-up distribution list, can set up follow-ups.

Follow-ups that have not been edited are marked with a Exclamation mark – icon Exclamation mark icon in the follow-up list. The list also indicates when and who submitted the object.

You can remove a follow-up from the inbox using the Edited – icon Edited feature in the context menu. Depending on the configuration of the follow-up, editing, i.e. confirmation of notice of the follow-up, can be connected with password confirmation.

For an improved overview, you can mark follow-ups in the inbox as read or not read. The features Set as Read – icon Set as Read and Set as Unread – icon Set as Unread can be found in the context menu of a selected follow-up. Unread follow-ups are separately highlighted in the enaio webclient dashboard