Copying Documents

enaio® client • 11.0 »

You can copy documents in enaio® client. When doing so, the index data form is launched first, and then the document then opens in a corresponding module or a Windows application. You can edit the copy there.

A copy of the document will be saved in the same filing location as the original.

  1. Select a document from a hit list, folder window, or the filing tray.

  2. Right-click to open the context menu.

  3. Select Create copy.

    The index data form will open.

  4. Edit the index data.

  5. Confirm the changes by pressing OK.

    A copy of the document will open in a module or W-program.

  6. Edit the copy.

  7. Save the copy.

  8. Update the document display.

The copy is saved in the same location as the original.

Copies of W-Documents will have to be checked in.

If you drag a document onto a folder or register while holding down the right mouse button, you can also select Create copy here icon Create copy here from the context menu to create a copy of the document.

Copying Documents Across Cabinets

You require the system role of the same name in order to copy documents from one cabinet to another.

A document can be copied from a hit list, filing location, or portfolio to another cabinet. To do this, drag the document into an open folder window or register window in another cabinet while holding down the left mouse button and the Ctrl key. If you drag the document into the other cabinet while holding down the right mouse button, you can also select Create copy here icon Create copy here from the context menu to create a copy of the document.

When copying across cabinets, you usually have to assign a new object type to the copied document in the new cabinet. If there are several document types to which the document could be assigned, you will need to select a document type. If there are index data fields with the same internal name, the data is transferred from these fields. Data from fields that cannot be assigned to other fields will not be transferred.

The index data form opens when making copies. Confirm transferred index data or add more if needed.

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