Favorites

enaio® webclient 9.10 »

Using the favorites function, you tag objects in enaio® webclient (folders, registers, documents) that you access frequently and want to open in a few, simple clicks. Objects can be set as favorites, for example, in a hit list, at their filing location, or in the inbox using the Add favorite icon Add to favorites command found in the context menu.

Open the context menu and select the Remove favorites icon Remove from favorites command to delete favorites.

If you use the Remove favorites icon Remove from favorites command in the context menu to delete favorites, any existing, synchronized data will also be deleted.

The Favorites Area

Here you can find a list of all the objects in the workspace tagged as favorites. The area is marked in the main menu with a star (Favorites icon Favorites) icon. If you are working in offline mode, the area is marked with a Favorites synchronized icon Offline objects icon in the desktop application of enaio® webclient and in enaio® mobile (see enaio® webclient in Offline Mode).

You can group, filter, and sort the favorites list like hit lists. The typical editing features are available in the context menu of the individual favorites. A reduced number of editing features are available in the context menu in offline mode.

You can also open the location of favorites folders and registers by double-clicking an entry in the favorites list. All you need to do is tap in enaio® mobile.

Making Objects Available Offline with Favorites

To make objects (folders, registers, documents) available offline, they must first be tagged as favorites and transferred to the local device using the Synchronization icon Synchronize function. The Synchronization icon Synchronize function is only available if you have set the Make favorites available offline option in the settings dialog in the user menu (see Offline Settings).

You can find information on how to make objects available offline in Synchronizing Objects and Making Them Available Offline.

enaio® webclient as desktop application and enaio® mobile support working in offline mode. enaio® webclient does not support offline mode.

Synchronizing Favorites Between the enaio® Clients

The user can also see the favorites created in enaio® webclient, in enaio® webclient as desktop application, and in enaio® mobile under their favorites in enaio® client. Favorites created in enaio® client are also synchronized with enaio® webclient, enaio® webclient as desktop application, and enaio® mobile.