enaio® for-outlook

enaio® • 11.0 »

User interface

enaio® for-outlook (formerly enaio® outlook-web-add-in) allows you to save one or multiple e-mails from the new Microsoft Outlook to enaio®.

enaio® for-outlook supports all enaio® clients. There is no need to have an enaio® client installed or open on the device running the new Microsoft Outlook.

The feature is integrated into the Microsoft Outlook reading area. Microsoft's Help section explains how to add this feature to the new Microsoft Outlook (see Microsoft support External link: icon).

If enaio® for-outlook does not display in Microsoft Outlook, click the Apps icon Apps icon in the header of the Outlook reading area, and then, in the menu that opens, click the enaio® icon enaio® logo enaio® for-outlook. Click the Pin icon Pin icon to pin enaio® for-outlook to the Microsoft Outlook interface.

Since the new Microsoft Outlook on Android or iOS does not support features such as enaio® for-outlook, the instructions described here cannot be followed on mobile devices running Android or iOS. E-mails that were stored with enaio® for-outlook under Microsoft Windows in enaio® are also available in enaio® mobile.

  • Your administrator needs to provide enaio® for-outlook for the new Outlook and add you to the group of authorized users.

  • enaio® for-outlook needs to be integrated and opened in the new Outlook.

  • If you have not yet logged in to enaio®, you will need your enaio® login data.

  1. In the new Outlook, select one or more e-mails that you want to file in enaio®.

  2. Depending on your system configuration, you may still need to log in to enaio®.

    You can tell whether you are logged in or not, for example, by whether or not you can select a filing location in the Recent or Favorites sections in enaio® for-outlook.

    If you are not logged in, click or tap the Login icon Login icon to log in.

    The enaio® login screen opens.

  3. Enter your enaio® user name and the password in the corresponding fields of the login form and then click (or tap) the Log in button.

    If you are unable to log in, clear your browser's cache and try logging in again.

    You will be logged into enaio® and can now file e-mails in enaio®.

  4. You have the following options for filing e-mails in enaio®:

    1. Tray of enaio® client/internal tray of enaio® webclient

      If you are not yet sure where you want to permanently file the e-mails in enaio®, you can temporarily save the e-mails in the enaio® client folder or in the internal tray at enaio® webclient and move them to the desired location later. To do so, click (or tap) the Send to tray button.

      The email(s) are forwarded to the enaio® tray without any additional steps.

      The e-mail(s) are assigned in Microsoft Outlook to the category Created in enaio®.

    2. Recent

      You can file the e-mails in one of the ten most recently used filing locations. In the Recent tab, select the desired location.

    3. Favorites

      You can file the e-mails in one of the locations that you have previously marked as a favorite in enaio®. In the Favorites tab, select the desired location.

    If you have selected multiple e-mails, the Recent and Favorites tabs will only display filing locations that allow you to save multiple e-mails.

  5. You can use the Search icon Search field to shorten the length of lists. You can update the display of the filing lists by clicking (or tapping) the Refresh locations icon Refresh locations icon.

    Once you have selected a location, it will remain preselected in the selection box for the next eight hours. This means that even if you exit or close enaio® for-outlook and open it again, the last selected filing location will be displayed. The complete selection list is only shown again when you delete the preselected filing location from the search field.

    Depending on the selected filing location, the OBJECT TYPE area displays the available object types for filing the e-mails.

  6. If several object types are shown, select an object type and click (or tap) the Send to location button.

    The object types that are shown depend on the configuration of the filing location. The configuration is defined by your administrator. Ask your administrator if you do not know which object type to select. If no object type is offered, no e-mail can be filed in the selected filing location.

The e-mails are filed and indexed in enaio®.

The e-mail(s) are assigned in Microsoft Outlook to the category Created in enaio®.

You will be notified of whether the filing was successful or failed. Individual e-mails that could not be saved will be skipped. You will receive information about which e-mails were successfully archived and which ones failed to archive.

You can also file e-mails from the new Microsoft Outlook to enaio® while you are composing them. To do this, open enaio® for-outlook during the creation process and select a filing location and object type there (see Filing One or More E-Mails").

You can drag and drop individual e-mails from the new Microsoft Outlook into an open folder or register, or into the enaio® client tray. When you drop the e-mail into the desired filing location, a menu will open showing the object types available for filing; you must select the appropriate object type from this menu. The administrator specifies the folders or registers in which e-mails can be stored, whether e-mails are indexed automatically, and whether the index data form is opened and users are allowed to edit individual or all data.

E-mails that have failed to be filed in enaio® are categorized as Error creating in enaio® in Microsoft Outlook. If further filing attempt is successful, the categorization in Microsoft Outlook is automatically changed accordingly.