Creating Documents in the Filing Tray

If you want to use one of the functions mentioned below, you must first move the corresponding document to a folder or register.

• Send an e-mail as reference

  Sending a document as an internal reference from the filing tray is not supported.

• Create copy

  You cannot create copies of documents in the filing tray.

• Share

  You cannot share documents in the filing tray, i.e., share them with other users.

• Follow up

  Documents in the clipboard cannot be selected for follow-up.

• Subscribe

  You cannot subscribe to documents in the filing tray.

• Variants

  There is no variant administration for W-Documents in the filing tray. If you edit a document in the filing tray, the existing version will be overwritten.

• Links

  You cannot link documents in the filing tray to other documents in the filing tray or to documents in folders or registers.

• Archiving

  Documents in the filing tray cannot be released for archiving.

1. Open Filing Tray via the View ribbon tab.

2. You have the following options for creating a document without type in the filing tray:

   via the ribbon tab or via the context menu

   3. On the Tray ribbon tab or Start ribbon tab, click the Object button or select New from the context menu.

      A list containing the available object types will open.

   4. Select without type from the list.

      The select module dialog will open.

      

   5. Select a module.

      The selected image module will open with an empty window.

      The Image editing ribbon tab will be displayed in the header of enaio® client.

   6. Click the Import icon in the Image editing ribbon tab.

      The file selection dialog opens.

   7. Select one or more image files from your file storage system and click the  ↩ enter key or double click to confirm the selection. The images must be available as TIFF, JPEG, BMP, PCX, or TARGA files. They will be converted to the module's file format. Color images that you, for example, import into the black-and-white module will be converted into black-and-white images.

      You can only import images requiring less than half of the available memory when uncompressed.

      The image(s) will be uploaded to the filing tray and displayed in the previously empty window.

   8. The functions in the Image editing ribbon tab allow you to edit the image document before filing it.

      The following functions are available:

      Ribbon group	Description
      Import	Import Opens the file selection dialog to import image files from the local file storage system into the image document. Scan Opens the menu of the connected scanner. If no scanner is connected or if you do not have the corresponding rights, the function remains inactive. File Click the File button to file the image document to the folder, register, or filing tray. Changes to the image document are saved when it is filed.
      Page	Remove You can delete pages from an image document. Clicking the Remove button opens a menu with the following options: Current page Delete beginning with current page All pages Previous Displays the previous page in a multi-page image document. Press and hold Ctrl+Shift to move a marked page within the document. Next Displays the next page in a multi-page image document. Press and hold Ctrl+Shift to move a marked page within the document. First Displays the first page in a multi-page image document. If you select Cross-document in the View ribbon group of the basic settings, you can scroll from the first page of a document to the last page of the previous document in the hit list. Last Displays the last page in a multi-page image document. If you select Cross-document in the View ribbon group of the basic settings, you can scroll from the last page of a document to the first page of the next document in the hit list. Go to... In multi-page image documents, this opens a selection menu where you can choose which page to display. Export Opens the export menu. In this menu you can specify: which pages should be exported the file name of the image document to be exported the file format of the image document to be exported the export directory whether Annotations on Layers should be transferred to the image document to be exported Send as e-mail Generates an e-mail that contains the image document as an attachment. You can choose either: Current page or Multiple pages JPG file format and PDF
      Image	Rotate clockwise Rotates the selected page 90° to the right (clockwise). Rotate counterclockwise Rotates the selected page 90° to the left (counterclockwise). Invert Inverts the colors of the selected image.
      Zoom	Zoom in Zooms into the view of a page in the display window. Zoom out Zooms out of the view of a page in the display window. Window width Adjusts the size of the view of a page to the width of the display window. Fit Fits the view of a page into the display window.
      Selection	Select Allows you to copy a selected page range or the entire page to the clipboard. The following functions are available: Copy image content for external applications Hold down the mouse button and move the mouse to select a page range. Press Ctrl+C to copy the section to the Windows clipboard. Form there you can copy the area into external applications. Copy image content for enaio® Select a range or an entire page and copy it by pressing Ctrl+C. Press Ctrl+V to insert the copied content to the same or another image document or to replace the current page with the copied content. Copy image selection coordinates The position of the marked area can be copied to the clipboard by pressing Alt+C. This data can be used in enaio® capture for field configuration. Zoom in Enlarges the content of a rectangle drawn by holding and moving the mouse to the size of the display window. Move Allows you to move an image section within the display window by holding down the mouse button. Recognition Activates OCR recognition mode (see Optical Character Recognition (OCR)).
      Scanner	See Creating Documents in the Filing Tray for a detailed description of the functions of the Scanner menu group.   Configuration Lists saved scan settings that you can select and call up with a single click. These components are not supported by all Twain scanners. Scan parameters Opens the settings dialog of a scanner, provided it is integrated in the system or at the workstation. Select scanner Lists scanners that are connected to your system or workstation via a Twain interface and which are ready to be selected with a click of the mouse. Options Opens the Options menu where users can configure the insertion, deletion, and rearrangement of scanned content in image documents (see also Creating Documents in the Filing Tray).
      View	Pages Displays or hides thumbnail images of the document pages on the left side of the display window. If you drag the border to extend the area, several preview images are displayed next to each other. Overview Opens an overview window with a thumbnail image of the respective image document. A frame is displayed in the overview window that traces the section of the image document contained in the view window. If the frame does not contain the entire document or page, you can use the cursor to enlarge the size of the frame just like you would in move mode. The display will be adjusted accordingly. For multi-page image documents, the respective page is displayed. Animation Displays the images of the image document in quick succession. Properties Opens a list containing information about the displayed image document, such as the file size and compression method. Settings Opens a menu for the basic settings of the document display window, such as the size of the preview images, the scroll sensitivity, or cross-document scrolling (see Document Display Window).

   9. To complete the action, click the File icon in the Image editing ribbon tab.

   The document is filed to the filing tray.

   If you import files using an image module, they will be saved in the file format of the respective module. For example, color images are converted to grayscale images using the Grayscale Image module.

   by drag & drop or by copy & paste

   Alternatively, you can drag & drop a file from the file storage system onto the filing tray window and drop it. In the menu of available object types that opens, select without type.

   Instead of moving a file by drag & drop, you can also use copy & paste instead. Copy a file in Windows Explorer with Ctrl+C, open the filing tray in enaio® client, and paste the file there with Ctrl+V.

   If a file cannot be imported due to its file format, you will be notified of this.

1. Select a document without type in the filing tray.

   Documents without type are indicated by the entry without type in the Object column in the object list of the filing tray. You can also recognize them by the fact that the Show index data function is not available in the context menu of the corresponding document.

2. Click the Tray ribbon tab button or, if you opened the context menu of the selected document, the Edit index data button.

   A list containing the available object types will open.

3. Click the desired object type.

   The index data form of the selected object type will open.

4. Complete the index data form and then click Save.

The document is no longer tagged as without type in the object list of the filing tray.

Documents from the filing tray can only be moved into one type of folder which was set up specifically for the document type.

1. Select the corresponding document in the filing tray.

2. Open another window in enaio® client with the folder or register where you want to place the document from the filing tray.

3. Drag (left-click and keep the left mouse button pressed) the selected document in the filing tray into the window containing the opened folder or register and drop it there.

   A dialog box will prompt you if you want to move the selected document.

4. Confirm the prompt by clicking Yes.

The selected document will be removed from the filing tray and displayed in the folder or register.