Configuring the W-Module

enaio® 10.10 »

You will need to assign users or user groups and Windows templates in enaio® administrator for W-Document types set up in enaio® editor. A user can then choose between the configured Windows templates when creating a W-Document.

Templates can also be assigned to module-spanning document types.

You will need the 'Configure W-module' and 'Configure security system' system roles for W-template administration.

A Windows template links a Windows application to a file that is used as a template file for a new W-Document and is opened when the Windows application starts. Specify this application during configuration.

If the Windows template is linked to Microsoft Word, the template file may contain replacement fields. enaio® data-transfer allows you to automatically replace these empty fields with index or archive data, or data from other archive documents.

You can assign access rights to users and groups to enable access to Windows templates.

enaio® server manages template files in the \etc\Templates directory and makes them available to users.

If you are working with multiple server groups, you will have to copy the template files into the templates directory of every server group.

It is also possible to drag and drop W-Documents without having any application configured for a template and thus for the file type. When a document is opened, it is transferred to the application to which it is assigned by the operating system based on its file extension.

However, if it has not been assigned to any application, the document cannot be opened.

You can disable this option via the 'Documents' Tab.

Office 365

Office 365 can be integrated to enable collaborative work with Word, Excel, and PowerPoint documents. You integrate it using the 'office' and 'officedashlet' Office services.

You must have one of the following Microsoft licenses: Microsoft 365 Business Standard or higher, Microsoft 365 Apps for Business, Microsoft 365 Apps for Enterprise, Office 365 E3 or Office 365 E5, and the corresponding Microsoft accounts for the users.