Folders and files can be added to a project room in enaio® coLab. The project member rights and the object type determine who may add which objects and how (see Objects and Permissions). You can get notifications about added files (see The E-mails Settings Area).
Adding Folders
Folders can be added in enaio® coLab only in an enaio® client. Therefore a project member who wants to add a folder in enaio® coLab to a project room must also be an enaio® user.
To add a folder, follow these steps
To add a folder in a coLab project room, you as an enaio® user must have the appropriate rights to create folders or registers in the location of the coLab root object.
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In enaio® coLab, open the project room in which you wish to add one or more folders by clicking the tile of the required project room on the
Project rooms home screen.If you selected the Slim, Slim +, or Horizontal menu type, you first have to click the
Home icon in the main navigation before you can click the Project rooms icon in the submenu that opens.
If you selected the Overlay menu type, you first have to click the
Main navigation icon in the coLab header before you can click the Project rooms icon in the main navigation bar that opens.
You can find more information about the menu types that are available at Customizing the User Interface. -
Open the settings view in the project room by clicking the
Settings icon in the main navigation. -
On the General tab, click one of the two links to open the location of the root object.
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Users of enaio® client, enaio® webclient as a desktop application, or enaio® mobile should click Download reference file (*.os).
enaio® webclient does not support *.os reference files.
Depending on the browser configuration, a dialog will appear for filing an *.os reference file in the local file system or for editing using locally installed applications.
Click the Open button in the browser dialog.
As an alternative, you can save the *.os reference file in the local file system and double-click to open it there.
The enaio® application installed on your computer (enaio® client, enaio® webclient as a desktop application, or enaio® mobile) opens and shows the location of the root object.
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Users of enaio® webclient should click Jump to enaio® webclient.
enaio® webclient opens in a new browser tab, and the location of the root object is shown.
Depending on the configuration of your operating system, you may need to log in to enaio®.
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Create one or more folders or registers at the open location below the root object.
As an alternative, you can also copy or move one or more folders or registers, with or without documents, to a filing location below the root object in enaio®.
It is also possible to create nested register structures in enaio®. Pay attention to the query depth defined in enaio® coLab in the user settings when creating the folders or registers. Adjust them, if necessary (see Changing Query Depths).
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Go to enaio® coLab in the corresponding project room and, once there, to the files view by clicking the
Files icon in the main navigation.
Folders and registers created in enaio® are shown in the directory structure of the project room in enaio® coLab. The synchronization and display of the new structures can take some time depending on the size of the created directory structures including files.
Adding Files
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.
Files can be added to a project room in enaio® coLab in the following ways:
To add files from the local operating system, follow these steps
Project members with the Owner or Member role, as well as project members with a corresponding user-defined role, can add files to a project room in the files view. Project members with the Guest role are not allowed to add files.
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In enaio® coLab, open the project room in which you wish to add a file by clicking the tile of the required project room on the
Project rooms home screen.If you selected the Slim, Slim +, or Horizontal menu type, you first have to click the
Home icon in the main navigation before you can click the Project rooms icon in the submenu that opens.
If you selected the Overlay menu type, you first have to click the Main navigation icon in the coLab header before you can click the Project rooms icon in the main navigation bar that opens.
You can find more information about the menu types that are available at Customizing the User Interface. -
Open the files view in the project room by clicking the
Files icon in the main navigation. -
Click the
Plus New file icon in the header area of the directory structure.The Upload file input form appears.
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Fill in the Title and Info fields in the input form.
Fields indicated by an asterisk ("*") are mandatory.
You can enter up to 50 to 200 characters including spaces in the Title and Info fields. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.
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Click the + Select button and select the file in your local operating system that you want to add to the project room in the dialog box that appears.
The file is uploaded to the dialog box.
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Then click the Upload button.
The file is uploaded to the project room and shown in the directory structure.
The file is synchronized with enaio® and shown at the location of the root object.
Project room members who have accessed their user settings and enabled the notification when uploading new files will receive an e-mail.
Depending on the configuration of your enaio® coLab system, it may happen that files are scanned for viruses when uploading them (see Scanning Files for Viruses). Under certain circumstances, this may lead to you having to wait for the virus scan to finish before you can continue working or to you receiving messages about the virus scan. Infected files will not be uploaded.
To add files from enaio®, follow these steps
To add files from enaio®, you as an enaio® user must have the appropriate rights to create files in the location of the coLab root object.
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In enaio® coLab, open the project room in which you wish to add one or more files by clicking the tile of the required project room on the
Project rooms home screen.If you selected the Slim, Slim +, or Horizontal menu type, you first have to click the
Home icon in the main navigation before you can click the Project rooms icon in the submenu that opens.
If you selected the Overlay menu type, you first have to click the Main navigation icon in the coLab header before you can click the Project rooms icon in the main navigation bar that opens.
You can find more information about the menu types that are available at Customizing the User Interface. -
Open the settings view in the project room by clicking the
Settings icon in the main navigation. -
On the General tab, click one of the two links to open the location of the root object.
-
Users of enaio® client, enaio® webclient as a desktop application, or enaio® mobile should click Download reference file (*.os).
enaio® webclient does not support *.os reference files.
Depending on the browser configuration, a dialog will appear for filing an *.os reference file in the local file system or for editing using locally installed applications.
Click the Open button in the browser dialog.
As an alternative, you can save the *.os reference file in the local file system and double-click to open it there.
The enaio® application installed on your computer (enaio® client, enaio® webclient as a desktop application, or enaio® mobile) opens and shows the location of the root object.
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Users of enaio® webclient should click Jump to enaio® webclient.
enaio® webclient opens in a new browser tab, and the location of the root object is shown.
Depending on the configuration of your operating system, you may need to log in to enaio®.
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Create one or more documents at the open location below the root object.
As an alternative, you can also copy or move one or more documents to a filing location below the root object in enaio®.
Pay attention to the query depth defined in enaio® coLab in the user settings when creating the documents. Adjust them, if necessary (see Changing Query Depths).
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Go to enaio® coLab and, once there, to the files view by clicking the
Files icon in the main navigation.
Documents created in enaio® are shown in the directory structure of the project room in enaio® coLab.
You can generally always transfer all document types from enaio® to enaio® coLab in this manner. For some document types, such as reference documents and documents with multiple locations, there are restrictions for further editing in enaio® coLab (see Objects and Permissions).
If you have added folders and files in enaio®, you may have to update the contents of your browser tab in enaio® coLab so that you can see the new objects. Click the 
Refresh icon in your browser to refresh.
If the features described above are not available to you, then it may be because you have been assigned a user-defined role that does not contain the corresponding rights. Contact a coLab administrator or the project room owner if you have any questions or if you need these rights.
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