Windows Module
You can use the Windows module to create Windows documents.
Windows documents (W-Documents) are documents created using applications such as Microsoft Excel or Word. You can create, manage, and edit these documents in enaio®.
When creating a W-Document, the video module will open after indexing is completed. You can create the document the same way as you normally would and save it afterwards under the specified name.
Depending on the Windows application, the administrator may provide access to additional features.
W-Templates
You can use templates. Templates are files similar to style sheets in Microsoft Word. Templates may contain placeholders. Instead of placeholders, you can also use enaio® data-transfer to insert data sheets entries or content from other documents into your Windows document.
External and Internal W-Applications
The administrator can choose whether to configure the W-application as an external or internal application. External applications run independently from enaio® client, whereas internal applications will be integrated into the program window of enaio® client.
No data can be transferred from W-applications that have been set up as internal applications using enaio® data-transfer.
Importing Documents You Created on Your Own
Documents created outside of enaio® can be easily archived if a W-application has been set up for the application with which the document was previously created.
Drag and drop the document icon from the Windows Explorer to an open folder or register window. enaio® identifies the document type to which the document can be assigned. If there is more than one possible document type, they will be displayed in a list. Select a document type from the list and index the document.
An e-mail attachment can also be dragged and dropped onto an open folder or register window in the same way. For example, a PDF document link in a web browser can be dragged onto a folder or register window in order to import the document into the archive.
enaio® office-utilities and enaio® add-ins allow you to file documents from various applications to the archive with one single click.
Checking W-Documents In
W-Documents will have to be checked in manually or automatically after they have been created. Other users can only edit checked-in documents.
W-Documents can only be checked in on the workstation where they were checked out.
Creating a Microsoft Word Document
Windows documents can only be managed and edited in enaio® client as described in this example if the administrator has installed the Windows module, set up the relevant document type, created applications, and installed enaio® office-utilities.

- Open a folder or the filing tray.
- Click New to select a W-Document type.
The index data form will open.
- Index the document.
- Click Save.
The Select W-template window will now open.
- Select a template.
Templates are assigned to a namespace. You can use the columns to sort the templates and a filter to limit the size of the list of templates.
Custom filters can be used to achieve a clearer overview if you have a large number of templates. - Select one of the following options:
create new:
The application file will be loaded.
copy from file:
A copy of the file you select is imported into the archive and opened in Microsoft Word if you select Open application. If you do not select Open application, the file will be archived immediately.
move from file:
The file you select is imported into the archive and is opened in Microsoft Word if you select Open application. If you do not select Open application, the file will be archived immediately. It will additionally be deleted at its original location.
For each document type the most recently selected option is saved for each respective user and preset the next time a document is created.
- Click OK.
If you selected Create new or Open application, Microsoft Word will open. You can then create the document. - Start the data transfer in enaio® office-utilities.
The function will replace the placeholders in the text with entries from the data sheets. - Save the document.
The document will be filed to the folder or the filing tray.
- Switch to enaio® client.
The document is now displayed with a little yellow padlock and cannot be edited by other users until you check it in. - Select the document.
- Right-click on the document to open the context menu.
- Select Check in document.
The document is no longer shown with a yellow padlock. It can now be edited by other users.
You have to save the document under the given name and path; if not, an empty document will be placed in the archive. You cannot use the Copy from file or Move from file option to place files in the archive to which the administrator has not assigned editing applications.
Certain work items can be automatically run using enaio® add-ins.