Creating Documents

1. Open a filing location and switch to the Table view, if necessary.

2. Click or tap the Create icon in the content area. Alternatively, you can also use the New function in the More actions menu or the context menu.

   To open the context menu:

   1. right-click, or press and hold in enaio® mobile, in the empty area in the content area.

   2. select a folder or register in the navigation area of the filing location and then right-click, or press and hold in enaio® mobile, the entry.

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

      On smartphones, the navigation and content areas are not placed next to each other due to space constraints. You can switch to the navigation area by tapping the Register tree icon in the title bar of the filing location. Tap the Arrow icon to return to the content area.

   The selection menu containing the available register and document types opens.

3. First select the cabinet in the context menu and then the desired object type from the submenu that appears.

   For module-spanning document types, you must assign a module to the document in a further selection menu.

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

   The selection menu for object types is structured differently on smartphones due to the limited space available on their screens. Once you have selected a cabinet in the selection menu, a list of available object types will open at the bottom of your screen.

   The Creation dialog with an index data form and an Add content area with a Plus icon will open in the workspace.

4. Complete the index data form in the Creation dialog.

   Documents without pages can be saved after the index data form has been completed.

5. Add a document to the Add content area. You can choose from the following options:

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

   On smartphones, open the Add content area by tapping the Plus icon in the title bar of the Creation dialog.

   Adding files from the local file system

   Click or tap in the area with the Plus icon in the Add content area. Select a file from the local file system in the selection dialog that opens and upload it to the enaio® filing system.

   Adding files from the local file system via drag-and-drop

   You can easily add documents from the local file system to the Add content area in enaio® webclient and in the desktop application of enaio® webclient via drag-and-drop.

   Adding e-mails from Microsoft Outlook via drag-and-drop

   You can add e-mails from Microsoft Outlook to the Add content area in enaio® webclient and in enaio® webclient as a desktop application via drag-and-drop if you have installed the Outlook Add-In for drag and drop.

   The add-in can be installed by your administrator and is described in MSI Package enaio® Outlook Add-In NG .

   Adding documents from the external tray

   You can also add documents from the external tray to the Add content area in the desktop application of enaio® webclient and in enaio® mobile if you previously stored these documents in the external tray. If the external tray contains documents, you can access them by clicking or tapping on the From external tray tab in the Add content area and selecting the document you need from the list of documents.

   The From external tray tab is only shown if the external tray contains documents.

   You can find information on how to file documents in the external tray in Transferring Documents to the External Tray.

   Adding files directly from a smartphone or tablet app

   You can upload documents directly from your smartphone or tablet app to the Add content area in enaio® mobile. To do this, switch from the Creation dialog to an app on your device. Create or select a document. Use the app’s “Share”/“Send-to” feature and select enaio® mobile as the target app.

   Uploading photos and videos from a camera

   In the case of object types that allow images, you can access the camera or local file system in enaio® mobile by:

   1. tapping on the Camera or Folder icon in the Add content area if the device you are using runs on the Android operating system.

   2. tapping on the Add content area if you are using an iOS device.

   The document is uploaded and displayed as a thumbnail preview in the Add content area.

6. Click or tap on the Save icon.

The document is created and displayed in the content area of the filing location.

1. Use a search to generate a hit list of folders or registers.

2. Select the folder or register in the hit list where you want to create the document.

3. Open the context menu.

4. Click or tap on the New icon in the context menu.

   The selection menu containing the available register and document types opens.

5. First choose the cabinet in the selection menu and then the desired object type from the submenu that appears.

   For module-spanning document types, you must assign a module to the document in a further selection menu.

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

   The selection menu for object types is structured differently on smartphones due to the limited space available on their screens. Once you have selected a cabinet in the selection menu, a list of available object types will open at the bottom of your screen.

   The Creation dialog with an index data form and an Add content area with a Plus icon will open in the workspace.

6. Complete the index data form in the Creation dialog.

   Documents without pages can be saved after the index data form has been completed.

7. Add a document to the Add content area. You can choose from the following options:

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

   On smartphones, open the Add content area by tapping the Plus icon in the title bar of the Creation dialog.

   Adding files from the local file system

   Click or tap in the area with the Plus icon in the Add content area. Select a file from the local file system in the selection dialog that opens and upload it to the enaio® filing system.

   Adding files from the local file system via drag-and-drop

   You can easily add documents from the local file system to the Add content area in enaio® webclient and in the desktop application of enaio® webclient via drag-and-drop.

   Adding e-mails from Microsoft Outlook via drag-and-drop

   You can add e-mails from Microsoft Outlook to the Add content area in enaio® webclient and in enaio® webclient as a desktop application via drag-and-drop if you have installed the Outlook Add-In for drag and drop.

   The add-in can be installed by your administrator and is described in MSI Package enaio® Outlook Add-In NG .

   Adding documents from the external tray

   You can also add documents from the external tray to the Add content area in the desktop application of enaio® webclient and in enaio® mobile if you previously stored these documents in the external tray. If the external tray contains documents, you can access them by clicking or tapping on the From external tray tab in the Add content area and selecting the document you need from the list of documents.

   The From external tray tab is only shown if the external tray contains documents.

   You can find information on how to file documents in the external tray in Transferring Documents to the External Tray.

   Adding files directly from a smartphone or tablet app

   You can upload documents directly from your smartphone or tablet app to the Add content area in enaio® mobile. To do this, switch from the Creation dialog to an app on your device. Create or select a document. Use the app’s “Share”/“Send-to” feature and select enaio® mobile as the target app.

   Uploading photos and videos from a camera

   In the case of object types that allow images, you can access the camera or local file system in enaio® mobile by:

   1. tapping on the Camera or Folder icon in the Add content area if the device you are using runs on the Android operating system.

   2. tapping on the Add content area if you are using an iOS device.

   The document is uploaded and displayed as a thumbnail preview in the Add content area.

8. Click or tap on the Save icon.

The new document is created at the selected location.

The hit list opens again.

1. Create a document using the appropriate Microsoft Office application (Word, Excel, or PowerPoint) on your local computer.

2. Go to the Start ribbon tab and click File as new document in the enaio® group.

   The File types drop-down menu containing the options to save the newly created document in the original file format or as a PDF will open in enaio®.

3. Choose one of the two options.

   The New element in external tray menu will open offering a number of filing location options.

4. You specify the filing location in the New element in external tray menu. The following options are available:

   1. Use an already open location

      If you select this option, a list of the locations or tabs currently open in the web client is displayed. Apply the desired filing location by clicking on the entry in the list.

      If you untick the checkbox and select a filing location from the list, a new tab will open in the web client.

      The folder view of the selected location is opened.

   2. Later

      Click the Later button if you want to select the new filing location at a later time.

      The document is saved and transferred to the external tray in the desktop application of enaio® webclient.

      You can find information on how to file a document in the external tray in Filing Documents from the External Tray.

5. After you have specified the new filing location, you will have to assign a name shown for the document to be filed, select the object type and the main type from a list of proposals, and enter the index data in the form in several steps using the menu.

The newly created document is stored in enaio®.

enaio® webclient, enaio® webclient as a desktop application, and enaio® client supports editing documents using dashlets. This does not apply to enaio® mobile or to mobile devices such as tablets and smartphones, however.

enaio® provides support for editing Microsoft Word, Excel, and PowerPoint files using Microsoft Office 365. Older Microsoft file formats (*.doc, *.xls, *.ppt, etc.) must be converted to the newer Microsoft file formats (*.docx, *.xlsx, *.pptx, etc.) before they can be edited.

1. Open a filing location and switch to the Table view, if necessary.

2. Click the Create icon in the content area. Alternatively, you can also use the New function in the More actions menu or the context menu.

   To open the context menu:

   1. right-click in the empty area in the content area.

   2. select a folder or register in the navigation area of the filing location and then right-click.

   The selection menu containing the available register and document types opens.

3. First select the cabinet in the context menu and then the desired object type that was configured by your administrator for collaboration with Microsoft Office 365 from the submenu that appears.

   The Creation dialog with an index data form and an Add content area with a Plus icon will open in the workspace.

4. Fill out the index data form in the Creation dialog and click the Save icon.

   The empty document object is created and shown in the content area of the filing location.

5. Make sure that the empty document without pages that you just created remains selected in the content area, and click the Office 365 icon in the content preview.

   The Microsoft Office 365 dashlet will be shown in the preview area with the Office 365 and Actions tabs.

6. Click the Actions tab.

   The buttons Word, Excel, and PowerPoint are shown in the preview area.

7. Click the desired file format and then click Save in the dialog that follows.

   A new tab with the login dialog for Microsoft Office 365 will be opened in your browser or in the desktop application.

8. Log in to Microsoft Office 365 and enter your Microsoft Office 365 login credentials.

   Once you have logged in successfully, the correct application (Word, Excel, PowerPoint) for the selected file format will be shown in the tab.

9. Edit the document in the tab.

   The object ID and the save status of the document will be shown in the header of the application.

10. When you are done editing the document, click the Close icon in the tab.

The tab will close, and the edited document will be filed in the empty document object in enaio® and shown in the content area of the filing location in the enaio® client.