Setting Up Workstations
There are a variety of options for customizing your workstation according to your individual needs and the requirements which arise when working together with other users.
You can create portfolios. In a portfolio, you can combine documents to meet your individual work requirements, including documents from different cabinets. Portfolios are accessible to all users, provided no restrictions have been entered in the security system.
You can add notes to documents, registers, and folders. Notes can be created in the details preview. Links are cross-references to other objects. The link allows you to quickly open the linked objects. Links and notes are accessible to all users, provided no restrictions have been entered in the security system.
You can set a follow-up time for documents, portfolios, registers, and folders.
You can subscribe to documents, portfolios, registers, folders, and queries. Subscribed objects will be displayed in the inbox area whenever data for these objects is changed or where the query criteria of a subscribed query match an object.
You can release documents for other users who have no or restricted access rights. The access rights that have been granted and a time period during which the release is valid are specified.
In the display window, you can add annotations to image documents on various layers; this feature can be used, for example, to highlight sections of text with annotations or to obscure sections of text for this group on group layers using annotations. Private layers are only accessible to you, group layers to the members of a group, and public layers to all users.
You can save and re-access queries. Queries are completed or empty search forms. Queries that have been saved by you can only be accessed by you.
You can create links to external applications. You can let other users access your queries and links. Queries, links, and references to objects can also be placed on the public desktop where they can then be accessed by all users.
For rapid access, you can place frequently used search forms, searches, links to objects, portfolios, favorites, history, filing tray, and recycle bin and links to external applications on the navigation. The navigation elements can be arranged into groups for different work requirements. The group areas can be expanded and collapsed with a click of the mouse or by pressing the spacebar. The navigation can only be accessed by you.
enaio® offers a wide range of configuration options; for example, you can change the settings for confirmation dialogs as well as the window display settings. These settings are applied every time you log in as a user on enaio® client. Choosing the correct settings in line with your requirements can help make your work much easier.
The administrator may deny you the right to customize your own settings. The administrator can also assign a profile to you and to other users. In the process, he or she specifies the configuration of the settings, the quick access toolbar, the object search, and the navigation area, and overwrites your personal settings if necessary.