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
  • Use the button on the right-hand side to start enaio client.

  • Error adding the e-mail in enaio
  • The button on the right-hand side can be used to send an error log to the administrator.