Managing Folders and Registers
There are various functions available for managing folders and registers.
Moving Registers
You can move registers to a different location in enaio®. Registers can still be moved even if other users are editing the index data.
Your administrator can prohibit the moving of registers.
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Select a register from the hit list or from the right area of a folder window.
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Drag the register while holding the mouse button down onto the icon of a folder or register to a folder window or hit list.
A confirmation dialog will appear.
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Confirm by pressing OK.
The register will be moved together with its content.
Within a folder, you can also move registers via the left navigation area of the folder window with the mouse button pressed down.
Copying Registers
You can copy registers to a different location in enaio®. If one of the index data fields is a key field (see Editing Index Data), the register cannot be copied.
Registers can only be copied to another location within the same cabinet. Add-ons are not run.
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Select a register from the hit list or from the right area of a folder window.
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Press the Ctrl key and drag the register while pressing the mouse button onto a folder or register icon in a folder window or hit list.
A confirmation dialog will appear.
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Confirm by pressing OK.
The register will be copied. If the register contains documents, they receive another location.
Select Create copy in a register context menu in the content area or in a hit list to create a new, empty register at the location of the original register. The index data form containing the data of the copied register will then open. You are allowed to edit the index data.
This function can be disabled by the administrator.
Deleting Folders and Registers
The folders and registers you delete are moved to the recycle bin. The data is retained until the object is deleted from the recycle bin. Data in the recycle bin are not included in queries. Objects can be restored from the recycle bin (see Recycle Bin).
To access the recycle bin, you will need the appropriate system role. Access rights and system roles are assigned by your administrator.
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Use the object search function to start a query for folders or registers.
The result window with the hit list will open.
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Mark one or more objects.
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Click Delete or press DEL.
A confirmation dialog will now appear (see 'Confirm' area ).
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Confirm by pressing OK.
The object or objects will be deleted.
Documents in a folder will also be deleted. The confirmation dialog which appears prior to deletion refers to all selected folders. Registers and folders will not be deleted if you do not have the authorization to delete their content. Folders and registers can be deleted even if other users are editing the index data.