Adding Documents to the Filing Tray

enaio® client 9.10 »

Documents you want to enter can be assigned to a document type and indexed, or you can enter documents without a type for storage. Documents without a type are not indexed, but cannot be moved from the filing tray to the archive.

To create a document with a document type in the filing tray, follow these steps

  1. Title: enaio® client Open the filing tray on the VIEW tab.
  2. Title: enaio® client On the START tab, click the arrow to the Object button.

    The menu containing the configured document types will open.

    The document type you have selected last will appear in bold in the list. You can select it by clicking Object or by pressing and holding down Ctrl+H.
  3. Select a document type from the list.

    The index data form will open.

  4. Fill out the index data form.
  5. Click Save.

The assigned module will now open (see 'Modules'). In the case of Windows documents, the assigned Windows application will open (see 'Windows Module').

To create a document without a document type in the filing tray, follow these steps

  1. Title: enaio® client Open the filing tray on the VIEW tab.
  2. Title: enaio® client On the START tab, click the arrow to the Folder button or select New from the context menu.
  3. Select without type from the list.

    The select module dialog will open.

    Title: enaio® client
  4. Select a module.

The selected module will open (see 'Modules').

You can only choose image modules for which a document type has been configured.
Typeless documents are not versioned.