Assigning a Location to Documents in the Filing Tray

enaio® client • 11.10 »

The filing tray is used for caching documents that have not yet been assigned to a document type and do not yet have a location in the enaio® filing system. This is also the reason why numerous functions of enaio® client are not available to you in the filing tray.

  • Send an e-mail as reference

    Sending a document as an internal reference from the filing tray is not supported.

  • Create copy

    You cannot create copies of documents in the filing tray.

  • Share

    You cannot share documents in the filing tray, i.e., share them with other users.

  • Follow up

    Documents in the clipboard cannot be selected for follow-up.

  • Subscribe

    You cannot subscribe to documents in the filing tray.

  • Variants

    There is no variant administration for W-Documents in the filing tray. If you edit a document in the filing tray, the existing version will be overwritten.

  • Links

    You cannot link documents in the filing tray to other documents in the filing tray or to documents in folders or registers.

  • Archiving

    Documents in the filing tray cannot be released for archiving.

If you want to use one of the functions mentioned, you must assign a location to the corresponding document, that is, move it to a folder or register. The exact procedure depends on whether it is a document with or without object type. You must first assign an object type to documents without a type before you can move them to a folder or register.

  1. Clicking the Workspace Filing tray - icon Filing Tray icon in the View ribbon tab header will open the filing tray.

  2. Select a document without type in the filing tray.

    Documents without type are indicated by the entry without type in the Object column in the object list of the filing tray. You can also recognize them by the fact that the Show index data icon Show index data function is not available in the context menu of the corresponding document.

  3. Click the Tray ribbon tab button or, if you opened the context menu of the marked document, the Edit index data – icon Edit index data button.

    A list containing the available object types will open.

  4. Click the desired object type.

    The index data form of the selected object type will open.

  5. Complete the index data form and then click Save icon Save.

The document is no longer tagged as without type in the object list of the filing tray.

Once you have assigned an object type to the document, you can move it to the desired folder or register.

Documents from the filing tray can only be moved into one type of folder which was set up specifically for the document type.

  1. Select the corresponding document in the filing tray.

  2. Open another window in enaio® client with the folder or register where you want to place the document from the filing tray.

  3. Drag (left-click and keep the left mouse button pressed) the selected document in the filing tray into the window containing the opened folder or register and drop it there.

    A dialog box will prompt you if you want to move the selected document.

  4. Confirm the prompt by clicking Yes.

The selected document will be removed from the filing tray and displayed in the folder or register.

The content of the enaio® client filing tray is synchronized with the content of the internal tray of enaio® webclient, enaio® webclient as a desktop application, and enaio® mobile and vice versa.

enaio® supports file extensions containing more than ten characters and Unicode characters.
Please note that the maximum supported file size depends on a number of a different factors. This includes the file type, the file content, the specific use case, and the client used.