Filing E-Mails

enaio® webclient 9.10 »

enaio® webclient, enaio® webclient as desktop application, and enaio® mobile only support the *.eml file format for filing e-mails. The administrator specifies whether and what type of e-mails can be created at a filing location in enaio®. Similarly, the number of e-mails that can be filed at a location may be limited. There are various options available for filing e-mails. E-mails are filed in the *.eml file format in the enaio® filing system no matter what filing method you choose in enaio® webclient, enaio® webclient as desktop application, and enaio® mobile.

Filing E-mails from Microsoft Outlook via Drag-and-Drop

You can use drag-and-drop to move an e-mail from Microsoft Outlook to enaio® webclient or to the desktop application of enaio® webclient (drag-and-drop is not supported in enaio® mobile).

Filing E-mails in the *.eml File Format

Create a new object in enaio® webclient, in enaio® webclient as desktop application, or in enaio® mobile and upload an e-mail in the *.eml file format; its metadata is automatically transferred to the index data form.

Filing E-mails Using the enaio® Outlook Add-In NG

Use the enaio® Outlook Add-In NG and the desktop application of enaio® webclient to file one or more e-mails from Microsoft Outlook in enaio®.

enaio® webclient as desktop application also offers the option to have e-mails automatically deleted from Microsoft Outlook after they are filed in enaio®. They are then moved to the deleted objects folder in Microsoft Outlook.

If you want to use the Delete e-mails from Outlook after creation function, you will need to activate it in the enaio® Outlook Add-In NG   settings dialog on the Client settings tab. Open the settings dialog in Microsoft Outlook by clicking the Arrow icon Arrow icon in the enaio® ribbon group.

The Delete e-mails from Outlook after creation function can be preset by the administrator. Users cannot disable the function in the settings dialog in this case.

Filing E-Mail Attachments

You have the option to use enaio® Outlook Add-In NG to file e-mail attachments separately in the enaio® filing system.