Creating/Adding Folders and Files

1. In enaio® coLab, open the project room in which you wish to create a folder 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.

2. Open the files view in the project room by clicking the Files icon in the main navigation.

3. Click the Create folder icon in the header area of the directory structure.

   The Create folder dialog will open.

4. Enter a name for the folder in the input field and then click the Create button.

The folder is created and shown in the directory structure in enaio® coLab.

The folder will be shown in enaio® at the location of the root object.

Pay attention to the query depth defined in the project room settings in enaio® coLab when creating it. Adjust them, if necessary (see Changing Query Depths).

You will not be able to create any more folders if you have reached the query depth specified in the project room settings when creating folders. The Create folder icon is grayed out in this case.

1. In enaio® coLab, open the project room in which you wish to upload a folder 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.

2. Open the files view in the project room by clicking the Files icon in the main navigation.

3. Click the Upload folder icon in the header area of the directory structure.

   The Upload folder dialog will open.

4. Upload the desired folder from your local file directory. The following options are available to you:

   1. You can use the Upload icon to drag and drop the folder from your local file directory into the filing area of the dialog.

   2. Click the Upload icon and upload the desired folder from your local file directory in the selection dialog that appears.

   The selected folder, including subfolders and files contained in the folder, are shown in the Upload folder dialog box.

   You can only select and upload one folder at a time. The selected folder may contain subfolders and files; these will also be uploaded. Pay attention to the query depth defined in the project room settings in enaio® coLab when making your selection. Adjust them, if necessary (see Changing Query Depths). You will receive a warning in the dialog if the defined project room depth is exceeded. The affected subfolders and any files they contain are then not uploaded.

5. Fill in the fields in the upload dialog box:

   The following index data fields are available for the folder to be uploaded.

   • Additional information for files or folders

     Depending on the configuration of your system, this field may have been prepopulated. You can enter text in this field, independently of this. This text is then automatically transferred to the information fields of all folders and files to be uploaded in the upload dialog. You can enter text with up to 200 characters including spaces.

   • Title*

     You can enter a title description with up to 50 characters including spaces. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.

     If the field is prepopulated, you can change the content without affecting the prepopulation of other title fields.

   • Info

     You can enter a description with up to 200 characters including spaces. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.

     If the field is prepopulated, you can change the content without affecting the prepopulation of other information fields.

   If your system is configured accordingly, additional index data fields will be available to you. Click the Drop down icon behind the entry for a file to be uploaded in order to show the due date and status fields.

   • Due date

     Select a date in the calendar add-on.

     The due date will be shown in the file view. The due date does not trigger any further actions in enaio® coLab. The due date has no relation to the deadlines when creating a task or to the dates on the project overview page.

   • Status

     Select a status from the drop-down menu or click the Remove icon following the status name if you do not want to have a status shown.

     The status of the document is shown in the file view. Selecting a status does not trigger any further actions in enaio® coLab. It is not related to the status messages in a task list.

   Fields indicated by an asterisk ("*") are mandatory.

   Deactivate the checkboxes at the beginning of the upload entries if you do not want to upload one or more files or subfolders.

6. When you are ready to start with uploading, click the Upload button.

   The folder, including any subfolders and files, is uploaded to the project room.

   Green progress bars will indicate the status of the upload process.

7. When you are finished with uploading, click the Close button.

The uploaded folder, including any uploaded subfolders and files, is shown in enaio® coLab in the directory structure of the project room.

The uploaded folder, including any uploaded subfolders and files, will be shown in enaio® at the location of the root object.

Project room members who have accessed their project room settings and enabled the notification when uploading new files will receive an e-mail.

1. 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.

2. Open the settings view in the project room by clicking the Settings icon in the main navigation.

3. On the General tab, click one of the two links to open the location of the root object.

   1. 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.

   2. 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®.

4. Create one or more folders at the open location below the root object.

   The details of how to create a folder in enaio® are described in the respective user help (see enaio® client or enaio® webclient ). As an alternative, you can also copy or move one or more folders to a filing location below the root object in enaio®.

   Pay attention to the query depth defined in the project room settings in enaio® coLab when creating it. Adjust them, if necessary (see Changing Query Depths).

The folders created or added are shown in enaio® at the open location.

Folders created or added in enaio® are shown in the directory structure of the project room in enaio® coLab.

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.

1. In enaio® coLab, open the project room in which you wish to upload 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.

2. Open the files view in the project room by clicking the Files icon in the main navigation.

3. Click the Plus Upload files icon in the header area of the directory structure.

   The Upload files dialog will open.

4. Upload the desired files from your local file directory. The following options are available to you:

   1. You can use the Upload icon to drag and drop the files from your local file directory into the filing area of the dialog.

   2. Click the Upload icon and upload the desired files from your local file directory in the selection dialog that appears.

   The files to be uploaded are shown in the dialog box.

5. Fill in the fields in the upload dialog box:

   • Title*

     You can enter a title description with up to 50 characters including spaces. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.

     If the field is prepopulated, you can change the content without affecting the prepopulation of other title fields.

   • Info

     You can enter a description with up to 200 characters including spaces. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.

     If the field is prepopulated, you can change the content without affecting the prepopulation of other information fields.

   If your system is configured accordingly, additional index data fields will be available to you. Click the Drop down icon behind the entry for a file to be uploaded in order to show the due date and status fields.

   • Due date

     Select a date in the calendar add-on.

     The due date will be shown in the file view. The due date does not trigger any further actions in enaio® coLab. The due date has no relation to the deadlines when creating a task or to the dates on the project overview page.

   • Status

     Select a status from the drop-down menu or click the Remove icon following the status name if you do not want to have a status shown.

     The status of the document is shown in the file view. Selecting a status does not trigger any further actions in enaio® coLab. It is not related to the status messages in a task list.

   Fields indicated by an asterisk ("*") are mandatory.

   You can remove the file from the upload dialog by clicking the Remove icon behind the entry of a file to be uploaded.

6. When you are ready to start with uploading, click the Upload button.

   The file(s) is/are uploaded to the project room.

   Green progress bars will indicate the status of the upload process.

7. When you are finished with uploading, click the Close button.

The uploaded file or files are shown in enaio® coLab in the directory structure of the project room.

The uploaded file or files will be shown in enaio® at the location of the root object.

Project room members who have accessed their project room settings and enabled the notification when uploading new files will receive an e-mail.

1. 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.

2. Open the settings view in the project room by clicking the Settings icon in the main navigation.

3. On the General tab, click one of the two links to open the location of the root object.

   1. 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.

   2. 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®.

4. Create one or more documents at the open location below the root object.

   The details of how to create a document in enaio® are described in the respective user help (see enaio® client or enaio® webclient ). 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 the project room settings in enaio® coLab when creating it. Adjust them, if necessary (see Changing Query Depths).

The documents created or added are shown in enaio® at the open location.

Documents created in enaio® or added to it 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).