Portfolios

enaio® client 9.10 »

All documents which you or other users may need on a specific topic can be grouped into portfolios.

Portfolios are indexed with the Created for and Subject fields. The entries indicating the author of the portfolio and its creation date are automatically added to the fields.

Title: enaio® client

Portfolios can be typed. Typed portfolios only contain registers of one document type or documents of the same document type. In typed portfolios, folder index data in the form of hit list columns can be displayed for registers or documents. This data is not contained in mixed content portfolios.

Portfolios which are public can be queried by any user; private portfolios can only be opened by the creator and the users for whom the portfolio was created.

You can drag and drop documents and folders from the archive or filing tray into the portfolio, where they will appear as reference documents. If you edit documents in a portfolio, the changes are applied everywhere in the archive.

If you delete a portfolio, it can no longer be recovered. If you delete documents from portfolios, the documents in the archive will not be deleted.

The Portfolios search form can be used in the object search to search portfolios. You can save portfolio queries (see 'Saved Searches').

The Portfolios search form along with individual portfolios can be placed on the navigation from the hit list.

Users need the corresponding rights to open documents in portfolios.