Capturing Documents

enaio® client 9.10 »

Documents to be captured must be placed in a folder of the assigned type and indexed. Additional requirements may results due to object type relations. As a result, you may be required to place documents of a specific type in registers of a specific type. Similarly, the number of documents that can be created in one location may be limited.

You can add documents to a folder.

You can add documents to the filing tray. The filing tray is part of your private workspace. It will not be searched during document searches. You can add documents to your filing tray without indexing them. However, you can only move them from the filing tray to the archive after they have been indexed.

Please note that enaio® currently only supports files up to a size of 4GB and file extensions of no more than 10 characters. Longer file extensions are truncated automatically.

Document Types and Index Data

Documents you want to capture and index must be assigned a document type which defines the index data form to be completed and the module to be used. In the case of module-spanning document types, you select a module after indexing.

For each document type, you can set whether the most recent index data is cached and automatically added to a new index data form, and whether documents of that type should be approved for archiving.

You can configure these settings in the Options window. The window can be opened by selecting Options from the context menu of the document type in the object search.

Title: enaio® client

You can also define that a read-only version is opened when you double-click on Windows document types. If you want to send the documents to external recipients, you can configure the settings so that the index data is used as the file name.

You assign documents the 'approved for archiving' or 'not approved for archiving' property. To do so, you will need the appropriate system role. The administrator will then archive them.

The Free text input when saving the document option allows you to enter a short text that is shown in the editing history before the document is saved.

After having indexed the document, you can create the document with the associated module.

Please note that enaio® currently only supports files up to a size of 4GB and file extensions of no more than 10 characters. Longer file extensions are truncated automatically.