Sending Objects

enaio® webclient 9.10 »

You can send objects like folders, registers, and document files by e-mail in enaio®. You can send document files both as a file (contents of the object) and as links. Folders and registers can only be sent as links.

When sending as a link, enaio® webclient generates an e-mail with the following links in the content:

Not every link is supported by every enaio® client. See below for an overview of the links supported in the different enaio® clients.

To send objects by e-mail, follow these steps

  1. Select an object (document, register, or folder) you want to send (e.g., in a hit list, in the inbox, or at a filing location).

  2. Right-click (enaio® webclient and enaio® webclient as desktop application) or press and hold (enaio® mobile) to open the context menu.

    The context menu can also be opened on smartphones by clicking the More actions icon More actions icon found on each line.

  3. Click or tap on the Send e-mail icon Send e-mail icon in the context menu.

    A submenu with different dispatch options will open.

  4. Select a dispatch option:

    • Send reference icon Links: You send links to the object, which allow the recipient to open the preview, the object, or the location of the object.

    • Send content icon Content: You send a file (the content of the document). Recipients who do not use enaio® can open the exported file directly.

    The dialog will open with an e-mail form.

  5. Enter the data for e-mail dispatch and click or tap on the Send button.

    If an e-mail address is stored in your user profile, it is automatically transferred to the From e-mail field and cannot be edited in the e-mail form. The user profile is managed by your administrator.

    If you want to send the e-mail to several recipients, please use a comma to separate the e-mail addresses.

The object is sent.