Folder Window
If you double-click on a folder or register in the hit list to open it or press Open, the folder window will open as the location. In the 'Settings' dialog, choose if you want to show or hide the status bar and separators.
The folder window is separated into three areas: the navigation area on the left, the content area at the top right, and the optional link area at the bottom right. You can adjust the width of areas by dragging it with the mouse.
Navigation Area
The navigation area contains the register tree.If you select a register or a folder, the folder name will be set in bold, and the content will be shown in the content area on the right.
The index data chosen in the settings (see 'Fields' Area') allows you to identify folders and registers in the navigation. In the 'Settings' dialog, you can additionally define whether or not to alphabetize registers and whether or not to display the number of objects contained in a register in front of each register.
The number of objects displayed does not take into account whether you have access to all objects. That is why the hit list may contain fewer objects than shown here.
Content Area
The content area lists the content of the selected register or folder. You can have the contents shown in the report or quicklook view. Click the appropriate buttons on the status bar of the result window to switch between the two views.
To hide the content area, select Options > from the context menu of the folder icon in the object search. Untick the checkbox for the Show register tree option. Further options enable you to alphabetize the registers within a layer of the navigation area.
Filtering
You can filter the content in the right area. In the case of filters you personally created, only the folder content conforming to the filter criteria is shown (see 'View Filters').
Views
The different view options can be found in the status bar of the folder window.
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In the quicklook view, you will see a preview of the first page of image documents and W-Documents which are created in a Microsoft Office application. A default icon will be displayed for folders, registers, and other documents. |
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In the report view you will see the folder content as a list. The list columns are displayed just like they are in a hit list (see 'Document Hit List'). You can group the folder content (see 'Grouping Hit Lists'). |

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All folder documents will be shown regardless of their location in registers. The navigation area will be hidden. |
Go to Options > context menu of the folder type in the object search to specify whether the folder hit list is shown as a register tree.
Use the context menu of the objects in the left navigation area to open them in a new window.

The link area displays the links of a selected register or document. If several objects are selected, the links of the top object are shown. You can drag objects into the link area to create links.
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You can show or hide the link area. |
Location View
On the FOLDER ribbon tab of a folder hit list in the register tree view you will find the following functions:

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Location The following functions are available to you for the location:
The location functions show all location relationships for a selected object in an overview. This includes filing locations, reference documents, links, and notes. |
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Edit index data Opens the data sheet of the selected object as read-only or for editing. The tabs contain the index data. The basic parameters are opened using the The index data can be edited. Data sheet data can now be copied to the clipboard and pasted into a search form, where it can be directly run or saved as a search request. |
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Open Opens a selected object. |
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Variants Opens the variant administration of a W-Document. |
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History Opens the history of the selected object (see 'History of Folders and Registers'). |
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Properties Opens the properties of the selected object with the data of the basic parameters and information that is useful when performing administrative tasks. |
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Links Opens the link area of the selected object, where links are listed. If links to an object already exist, the object will be flagged with the link icon |
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Image comparison Use the image comparison function to place two image documents next to each other in a window (see 'Comparing Image Documents'). An additional magnifier is available for comparing images. The images can be tiled. The differences are highlighted in various colors. |
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Signature Opens the electronic signature of signed PDF documents. |

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Object The menu containing the configured object types will open. The folder, register, or document type you have selected last will appear in bold. |
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Scan Opens the batch scan dialog (see 'Batch Scan'). |

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Check in Checks in a checked-out document. |
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Discard changes Revokes the checkout of a document. The editing status from before it was checked out is restored. |
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Delete Deletes a selected object. A confirmation dialog will now appear (see ''Confirm' Area'). |
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Create copy Creates a new, empty object (see 'Copying Documents'). The index data form will open. The data from the original object is auto-populated. |
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Free-text You can open an editor and edit the link note. |
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Split pages Opens a selected image document in batch scan mode (see 'Batch Scan'). Like in batch scan mode, you can add or split images here, too. |
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Archiving Changes the archiving status of the selected folder:
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Signature Opens the selected document in signature mode. |
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Favorites Sends the selected object to the favorites portfolio (see 'Favorites'). The user can also see the favorites created in enaio® client under their favorites in enaio® webclient, in enaio® webclient as desktop application, and on mobile devices in enaio® mobile. Favorites created in enaio® webclient, in enaio® webclient as desktop application, and in enaio® mobile are also synchronized with enaio® client. |

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Sends a reference to the selected object or the content of the object. |
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Application Transfers the selected object to an external application. |
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Clipboard Allows you to select whether a reference or the preview URL to the selected object is copied to the clipboard. |

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Selects a view filter. |
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Creates a view filter (see 'View Filters'). |
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Refresh Updates the hit list after changes have been made. |
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Cancel Stops the query. The folders which have already been found are shown in the hit list. |
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Up Navigates up one level. |

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Export Select whether the index data or the pages of the selected document are exported (see 'Exporting Index Data'). If the pages are exported, these are saved in their file format at the location you specify. |
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You can print the hit list. |

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Start workflow Starts a workflow with the selected object. |
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Follow up Opens the Follow-up window. Here you can enter the data associated with a follow-up (see 'Follow-Ups'). |
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Subscribe You can subscribe to objects (see 'Subscribing to Objects'). |

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Full text in folder...
Opens the full-text search and search against all objects in the folder. |
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Find similar objects Executes a full-text search based on the index data and the content of the selected object. |
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Free-text Starts a search covering all notes and links of objects shown in the content area. After the search, the content area will show only the objects with notes and links that contain the search term. |
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Cancel search Stops a query of notes or links so that all objects are again shown in the content area. |
The optimized context menu only contains the most frequently used functions. If you do not use optimized menus, more features from the ribbon tab will be displayed in the context menu (see ''Workspace' Area').
View Filters
The content area of folder windows can be clearly arranged using view filters that apply to the entire cabinet. Click the Filter button to set up view filters. Choose a view filter from the accompanying list. This filter can be flagged and, as a result, used every time a folder window is opened in the content area.

Select a view filter from the list of view filters on the Folder ribbon tab.
A selected view filter is only applied to the active folder window. The next time the folder is opened, the default filter will be applied if you have set a default filter in the Filter management window.

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Open the Filter management window by pressing Filter on the FOLDER ribbon tab. |
View filters which have already been set up for this cabinet are listed.

- Click New.
A new view filter will be added.
- Enter a name for the view filter in the selected field. Filter names must start with a letter or number.
- Click Edit.
The 'Configuration' window will now open.
In the Document types area, select the document types which will be shown in the content area.
In the Creation period area, you can enter a time period for the document types:from
Opens the calendar and selects a date.The entry with the selected date must be activated for it to affect the filtered results. Documents created before this date will not be displayed.until
Specify the end of the search period in the same way. Documents created after this date will not be displayed.
If an inactive filter is displayed, it will not affect the search period.Current date
Select this option to display documents which have been created on the present day.
Within the last months
Select this option and enter the valuen, if you only want to show documents which have been created within the last n months.
In the Properties area, you can set the archiving properties.Within the last days
Select this option and enter the value n, if you only want to show documents which have been created within the last n days.
All entries are linked using the logical AND.
You can also filter documents based on the created by user criterion.
You can choose the index data fields to be used as columns in the folder window in the Sorting area. Use the arrow buttons to place the columns in the Sorting area in the desired order. Objects can be alphabetized in ascending or descending order.
In the Register types area, you can select the register types to be shown. All registers of the selected types will be displayed.
The filter criteria will also be applied to the content of registers if you have enabled the relevant option.
All register types will always be displayed in the navigation area. - Confirm your entries by pressing OK.
The new filter will be displayed in the 'Filter management' window in the list of available filters.

You can edit and delete saved filters in the Filter management window.
To rename a filter, click its name and then click again to make the field editable. You can then edit the name.

If you enable a filter in the Filter management window, it will automatically be applied as the default filter every time a folder window is opened. When the folder window is opened, only documents which match the filter criteria of the default filter are initially shown. Another view filter can subsequently be set manually. If no default filter is active in filter management, the filter manually set in the folder window will be applied again when the window is opened again.

You can flag a preconfigured view filter as the default filter for each cabinet. The default filter will be applied to the content area every time the folder window is opened.
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Open the Filter management window by pressing Filter on the FOLDER ribbon tab. |
The preconfigured view filters are listed. Select the view filter that you want to set as the default filter. It will be used every time you open a folder window. If you do not enable a view filter, no filter will be used.