Capturing XML Documents

enaio® client 10.10 »

XML documents are normally created by the administrator via a data import. However, you can also transfer existing XML documents into the enaio® filing system yourself using the XML module.

The administrator can map XML document types to stylesheets to define how they will be displayed (see Displaying XML Documents).

To add XML documents to enaio®, follow these steps

  1. Open a folder or a register.

    If you have not decided yet which folder or register to place the document in, open the Filing tray. You can then move the document to a folder or register at a later time.

  2. In the Start ribbon tab or Folder ribbon tab, click the arrow next to the Create object icon Object button or select New from the context menu.

    The menu containing the register and document types valid for the selected location will open.

    Alternatively, you can drag and drop the document type icon from the object search into the open folder or register window.

  3. Select an XML document type from the list.

    The register or document type you selected last will appear in bold in the list.

    The index data form will open.

  4. Complete the index data form (see Editing Index Data).

  5. Click Save.

    The file selection dialog opens.

  6. Select the desired XML file from your file storage system and click the  ↩ enter key or double click to confirm the selection.

The selected XML file will be filed in the opened folder or register.

enaio® supports file extensions with more than ten characters or with Unicode characters.
Please note that the maximum supported file size depends on a number of a different factors. This includes the file type, the file content, the specific use case, and the client used.