Links and References in enaio®

enaio® webclient • 10.10 »

In enaio® users can create different types of links and use them to communicate with other enaio® users:

  • Preview URL

    This allows other enaio® users to view the content and object properties of the linked object in a browser. The object properties preview displays index data and basic parameters, as well as information on workflows, the history, notes, and follow-ups.

    A browser, enaio® login credentials, and appropriate rights to the object are required to use this URL. See The Preview Area for information on using the preview.

  • Webclient URL

    This allows other enaio® users to view the filing location of the linked object in enaio® webclient in a browser.

    A enaio® webclient, enaio® login credentials, and appropriate rights to the object are required to use this URL.

  • *.os reference files (internal references)

    This allows other enaio® users to view documents, folders, or registers, for example, based on the type of reference file.

    To use the *.os reference file, the recipient must have enaio® webclient as a desktop application, enaio® mobile or enaio® client, enaio® credentials, and the corresponding rights to the object. See Internal References (*.os Reference Files) for information on how to use reference files.

  enaio® client External link icon enaio® webclient desktop application of enaio® webclient enaio® mobile
  Create/
send/
copy		 Open Create/
send/
copy		 Open Create/
send/
copy		 Open Create/
send/
copy		 Open
Preview URL x x1 x x1 x x1 x x1
Webclient URL     x x x   x  

Internal references

(documents, registers, folders)

 x x x   x x x x

Internal references

(saved searches)

 x x2       x2   x2
Internal references (portfolios) x x            
 

1 Preview URL can be opened in the locally installed browser.

2 Can open internal references of saved searches and transfer them to their own client.

  1. Select an object (document, register, or folder) from which you want to generate links (e.g., in a hit list, in the inbox, or at a filing location).

  2. Open the context menu.

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

    A submenu with different link options will open.

  4. Select a link option:

    This option creates a link to open a preview of the content and object properties of an object in the browser and copies it to the operating system's clipboard (Windows, Android, iOS).

    This option creates a link to open the location of an object in enaio® webclient and copies it to the operating system’s clipboard (Windows, Android, iOS).

    This option creates an *.os reference file from the object and stores it in the local file system (in the download area in enaio® webclient and in enaio® mobile; a filing menu opens in enaio® webclient as a desktop application).

  5. You now have several options if you wish to continue to use the links or reference files you created:

    • You can insert the preview URL in the address field of your locally installed browser and open a preview of the object.

    • You can insert the preview URL in a text in a number of different applications (for example, in Microsoft Word, Excel, or PowerPoint). Clicking or tapping on the preview URL allows enaio® users to then open the preview of the object in the browser.

    • You can add the preview URL to an e-mail and send it.

    • You can insert the webclient URL into the address field of your locally installed browser and view the filing location of the object in enaio® webclient.

    • You can insert the webclient URL in a text in a number of different applications (for example, in Microsoft Word, Excel, or PowerPoint). Clicking or tapping on the webclient URL allows enaio® users to view the filing location of the object in enaio® webclient.

    • You can add the webclient URL to an e-mail and send it.

    • You can store the reference file in the local file system (for example, Windows desktop), which will then allow you to quickly open a filing location in enaio® by double-clicking or tapping twice on it.

    • You can insert the reference file in a text in a number of different applications (for example, in Microsoft Word, Excel, or PowerPoint), which will then allow you to open filing locations in enaio® directly from the application.

    • You can add the reference file as an attachment to an e-mail and send it.