User Interface

You can access various features and areas via the main menu:

	Dashboard
	Object search
	Desktop
	Quick search
	Inbox
	External tray
	Favorites
	History
	User menu

If you click or tap on the Object search, Desktop, Quick search, Inbox, or External tray icon in the main menu, the navigation area will open and show details about the objects and data you can access in enaio®.

Using the Pin icon at the top right of the navigation area, you can pin it to the interface so that it will not automatically collapse if you click or tap on another area.

Search forms, object lists, dialogs, locations, and information about objects are displayed in the workspace. Certain information about objects can be shown in both the workspace and the preview.

The workspace has its own title bar containing:

Information about the search form or hit list currently open and/or about the object, dialog, or location currently displayed

You can view information about the location or object in a message box in open filing locations and index data forms by clicking or tapping and holding the title bar. This is a useful feature, especially on small screens like those you’ll find on a smartphone. What information is displayed, how it is presented, and the order in which it is shown depends on how the hit list is configured (see Hit List Configuration).

Context-specific functions in the More actions menu

Different functions are available depending on whether you open the 'More actions' menu in a hit list, in the history, in the favorites area, etc. For example, in the 'More actions' menu you can customize the appearance of the displayed object list ( Reset layout) or switch between the Table view and the Card view.

Functions for filtering and for Refresh

The following applies if you are using enaio® mobile:

Object lists can be refreshed using the "pull-to-refresh" gesture. To do this, scroll to the top of the object list, tap on the list, and pull it down using your finger. A Refresh icon appears in the object list, while at the same time the object list is queried and imported again.

The following applies if you are using enaio® mobile on a smartphone:

The filter input field is hidden on a smartphone due to limited screen space available on the device. Tapping the Filter icon opens the filter input field.

The preview area contains various applications that allow you to take a look at object properties (index data, basic parameters, etc.) of objects as well as at the content of documents. The preview area shows you the contents and object properties of the object you have marked in an object list (such as hit list, folder view, or inbox) (see The Preview Area).

The applications are used in the preview area:

• Content preview

  Shows the content of documents in a graphic preview. See Content Preview for a detailed description of the content preview.

• Details preview (details preview)

  Shows the object properties of an object (registers, folders, and documents) in forms. See Details Preview for a detailed description of the details preview.

• Office 365 dashlet

  If your enaio® system is configured accordingly, the icon for the Office 365 dashlet is shown in the header of the preview area. The icon will only be shown if you select a document whose object type can be edited using Microsoft Office 365. You can create and edit Microsoft Office files, in particular, with the dashlet. See enaio® office-365-dashlet for a detailed description of the dashlet.

• Project-specific dashlets

  Depending on your enaio® system, project-specific dashlets such as Wikipedia, Google Maps, or other web applications can be displayed in the preview area. Your administrator will inform you about how these dashlets work. See Dashlets for a detailed description of the details preview.

By clicking the Undock icon in the title bar of the preview area, you can separate Content preview from Details preview in enaio® webclient and in enaio® webclient as a desktop application and show it in its own browser window. You can adjust the size of this separate browser window and move it to a separate monitor, for example.

See The Preview Area for information on the functions available in the preview area and how to use it.

When working in offline mode, the user interface is disabled in the desktop application of enaio® webclient and in enaio® mobile, except for the favorites area and the User menu in the main menu. The favorites area is also shown with a Offline objects icon in offline mode instead of with the star ( Favorites) icon.

On smartphones, the user interface is designed differently in some areas due to the limited screen space available on such devices.

The display changes if the screen of the mobile device is less than 420 pixels in width or height.

The differences in terms of the look and use on the smartphone are highlighted on the relevant pages in this documentation.