enaio® client

Valid for: enaio® version 10.0

Unicode

The Unicode capabilities of the enaio® client (64-bit version) can be used in selected projects (all projects without digital signatures and capture requirement) with enaio® version 10.0. You can now use the familiar enaio® client Unicode characters and read descriptions of object types and their index data fields in any language when entering and maintaining index data. In the process, field names, labels, and buttons with Unicode characters are also supported, in addition to index data maintenance, index data, and workflow forms. The Unicode client can only be used against a enaio® Unicode installation (see Unicode).

Public and Non-Public Portfolios

It was already possible to choose between public and non-public portfolios when working in the enaio® client. With the release of the enaio® version 10.0, it is now possible to use as.cfg to control system-wide whether 'public portfolios' is checked or unchecked during portfolio creation (see Portfolios).

Portfolios that are public can be queried by any user; private portfolios can only be opened by the creator and the users for whom the portfolio was created.

Undoing Documents that Have Been Checked out by Other Users

A new system role that allows users to undo the check-out status of documents that have been checked out by other users will be introduced with the enaio® version 10.0. Documents for which this function will undo the check-out status must have corresponding properties in the object definition.

Previously, only users with the Supervisor system role could do this. With the help of this new system role, it is possible for team leaders, for example, to undo the check-out status of their employees' documents (see Checking in).

Automatic Depersonalization

The function of automatic personalization of a workflow when a user opens a work item can now be removed in the enaio® client settings. If you enable a checkbox in the settings menu, workflows will not remain automatically personalized if no data is entered and saved in the opened work item (see Depersonalization).

Context Menu on Subscribed Searches

Now subscribed searches have a context menu for opening, deleting, and editing or creating new subscribed searches. As a result, functions that were frequently used in connection with subscribed searches are now accessed more easily (see Context menu subscribed searches).

Deduplication of E-Mail Filing

The functional alignment between enaio® client and enaio® webclient regarding deduplication of e-mail filing has been established with the release of enaio® version 10.0. As the leading system for e-mail archiving, the 'mailstorage' EMS service (EMS) for e-mail management can now also be used to manage deduplication of e-mails in enaio® client. The corresponding settings in the EMS overwrite the previous settings in the as.cfg. For other document types (except e-mail) or if no corresponding settings are made in the EMS, the settings made in as.cfg remain in place.

Logging in to enaio® Using Kerberos

Logging in to the enaio® system using Kerberos is possible since the release of the enaio® version 10.0.

Automatic Updates

enaio® client automatically updates the object definition and the security system around midnight every night. Object type-dependent views will be closed to do so. We also recommend exiting the enaio® client and switching off the computer at night for reasons of environmental protection.

New System Roles for Exporting Index Data and Document Contents

New system roles have been introduced in enaio® for the export function for index data and document contents. The previous Export objects system role is now called Export document contents. There is now a separate system role Export index data in order to export index data, in addition to this system role. Both actions can be managed separately in this manner. The Export index data system role enables enaio® client users to use copy and paste to export index data from a hit list or a filing location as well as export index data from a list via the context menu or the ribbon (see Exporting).

Readability of Inactive Form Fields

We have made changes in the display contrast of read-only index data fields on data forms, in particular for the needs of users with visual impairments. The enhanced contrast can be enabled in the user settings (see Enhanced Contrast).

Treeview Add-on

Authorized users can create catalogs that act as tree catalogs or hierarchy catalogs with the catalog add-on in the enaio® client. The former catalog add-on in the enaio® client is gradually being replaced by the new Treeview add-on as part of the transition to Unicode capability. The former catalog add-on can only be used in ANSI environments, whereas the Treeview add-on can be used in both ANSI and Unicode environments. The administrator is responsible for the deployment of the corresponding add-on. For the configuration of the Treeview add-on, users again need relevant rights, just as with the catalog add-on.

Integrating Microsoft Office 365

It is possible to integrate Microsoft Office 365 in the enaio® client starting with the release of the enaio® version 10.0. This integration enables enaio® users to create and edit Office 365 documents individually and collectively in the enaio® client and file the changes directly in the enaio® filing system.

The administrator takes care of the integration. Office 365 functionality is made available via a dashlet in the content preview of the enaio® client. Simply mark a corresponding Office 365 document in a hit list or folder view in order to edit Office 365 documents. The corresponding editor (for example, Word or Excel) then opens in the dashlet. If you click a different document in the list, the document is saved and filed in enaio® (see Integrating Microsoft Office 365).

For other document types, the behavior of the content preview remains unchanged.