The Context Menu
Each entry in an object list has a corresponding context menu. The context menu provides a number of different functions such as Open location,
Send e-mail,
Start workflow,
Follow-ups, and
Subscribe. The functions offered to you in the context menu depend on the object type of the selected object and the context.
In open locations and in the folder view, context menus with functions for managing folders and registers are also available in the navigation area.
The context menu for workflow object lists will only offer workflow-specific functions.
A reduced number of editing features are available in the context menu in offline mode (see Offline Mode).
Opening the Context Menu
Open the context menu of a selected entry in an object list or navigation area:
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in enaio® webclient and in enaio® webclient as a desktop application
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by right-clicking in the
Table view.
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by right-clicking in the
Card view, or by dragging your cursor over a card and then clicking the
Actions icon that appears in the card.
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by selecting a folder or register in the navigation area of the filing location and then right-click.
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in enaio® mobile and in enaio® webclient on tablets and smartphones
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by pressing an entry and holding it in the object list.
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by long pressing on a folder or register in the navigation area.
The following applies if you are using enaio® mobile on a smartphone:
On smartphones, the navigation and content areas are not placed next to each other due to space constraints. You can switch to the navigation area by tapping the
Register tree icon in the title bar of the filing location. Tap the
Arrow icon to return to the content area.
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On smartphones, you can also open the context menu by tapping the
More actions icon after an entry in the object list.
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