Copying Objects

enaio® webclient • 10.10 »

In enaio® webclient you can copy objects (documents and registers) within a cabinet. Here you have a choice between:

  • Create copy

    A copy is a new, standalone object of the same type with the same content. When you create a copy, the index data of the new object will be opened for editing. A copy of an object can also be created at the same location.

  • Add location

    You can also assign multiple locations to a document (see Documents with Multiple Locations). The same content and index data are accessed from all the locations of the document. Changes to a document made at one location are therefore also visible at all other locations. If you delete a document that exists in multiple locations from one location, then only the location data at that specific location will be deleted.

    Folders and registers can only have one location.

  1. Select an object (document or register) you want to copy (for example, in a hit list, in the inbox, or at a filing location).

  2. Open the context menu.

  3. Click or tap on the Copy icon Copy icon in the context menu.

    The selected object is copied to the clipboard.

  4. Go to another folder or register and open the Table view icon Table view, if necessary.

  5. Click or tap the Create icon Create icon in the content area. Alternatively, you can also use the Create object icon New function in the More actions icon 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 Register tree icon in the title bar of the filing location. Tap the Arrow icon Arrow icon to return to the content area.

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

  6. Click or tap on the Insert icon Insert icon in the context menu and select one of the following actions in the submenu:

    • Create copy icon Create copy: The index data form of the copied object (document or register) is opened for editing.

    • Add location icon Add location: A new filing location is added (this function is only available for copied documents).

The copy is created or another location is added.

If you cannot insert a copied object at the desired location or add another location to a copied document, this may be because:

  • you do not have the appropriate rights at the desired location.

  • the type of copied object cannot be inserted at the desired location.