Transferring Documents to the External Tray

enaio® webclient 9.10 »

The external tray is only available to users in the desktop application of enaio® webclient and in enaio® mobile. It manages documents that were created and edited using various local applications (Word, Excel, PowerPoint, etc.), independent of enaio®, and that were transferred to the external tray for future filing in the enaio® filing system.

The following methods are available for transferring documents to the external tray (also see External Tray):

The documents temporarily stored in the external tray are not lost when enaio® closes. They remain in the external tray until they have been filed in the filing system of enaio®.

However, if you delete the login profile in the desktop application of enaio® webclient or in enaio® mobile, then the documents temporarily stored in the external tray will also be deleted (see Logging In Using enaio® webclient as desktop application or Logging In Using enaio® mobile).

The external tray of the desktop application of enaio® webclient and the external tray of enaio® mobile work separately. Documents in the external tray of desktop application of enaio® webclient are not shown in the external tray of enaio® mobile – and vice versa.