Internal References (*.os Reference Files)

enaio® webclient • 10.10 »

In enaio®, users can create internal references. These references can be created using the Send e-mail icon Send e-mail function in enaio® webclient, enaio® webclient as a desktop application, and enaio® mobile, and additionally using the Copy link icon Copy link function (see Sending Objects and Links and References in enaio®). This generates reference files with the .os file extension that can be integrated into e-mails and Windows applications (for example, Microsoft Word, Excel, PowerPoint) and/or stored in the file system. Clicking or tapping on a reference file will open the locally installed enaio® application (enaio® client, enaio® webclient as a desktop application, or enaio® mobile; enaio® webclient does not support this function) and display the relevant object.

Internal references can be used to call the following objects in enaio®:

  • Documents, folders, and registers

  • Saved searches

  • Portfolios

References with saved searches can also be transferred to the desktop application of enaio® webclient or to enaio® mobile (see Saving and Transferring Searches).

References to portfolios and references with searches containing parameters are not yet supported by the desktop application of enaio® webclient and enaio® mobile.

  enaio® client enaio® webclient desktop application of enaio® webclient enaio® mobile
  Create/
send		 Open Create/
send		 Open Create/
send		 Open Create/
send		 Open

Internal references

(documents, registers, folders)

 x x x   x x x x

Internal references

(saved searches)

 x x1       x1   x1
Internal references (portfolios) x x            
  1 Can open internal references of saved searches and transfer them to their own client.

  1. Select an object (document, register, or folder) you want to send (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 Send e-mail icon Send e-mail icon in the context menu.

    A submenu with different dispatch options will open.

  4. Select the Send reference icon Links dispatch option.

    The dialog will open with an e-mail form.

    An *.os reference file with an internal reference to the selected object is generated and attached to the e-mail.

  5. Enter the data for e-mail dispatch and click or tap on the Send button.

The e-mail with the *.os reference file in the attachment will be sent.

Please note that the recipients require the relevant rights to open internal references.

Opening Internal References

Depending on the type or configuration of your local operating system, you can click, double-click, or tap internal references to open them in enaio® webclient as a desktop application and enaio® mobile. The recipient of an internal reference has to have the appropriate rights to the object type or the location in order to open the received internal reference.

The search is executed for internal references to saved searches. The location is always opened for references to folders and registers. The 1-hit hit list action is executed for documents. Depending on the defined action, this can be, for example, opening or downloading the document or the index data form for viewing or editing (see Hit Lists with One Hit). The 1-hit hit list action is defined by your administrator.