Configuring enaio® Outlook Add-In NG

enaio® Outlook Add-In NG supports collaboration with enaio® webclient as a desktop application and enaio® client. On the General tab in the enaio® Outlook Add-In NG settings dialog, you can specify which client enaio® Outlook Add-In NG should work with. Depending on which checkbox you have ticked, Outlook elements are filed in the enaio® filing system by means of enaio® webclient as a desktop application or enaio® client.

You can also retrieve the activated client by clicking the enaio® clientStart button on the tab.

Size limits can be specified for the simultaneous filing of multiple Outlook elements and large e-mails from the classic version of Outlook. You will be notified accordingly if these size limits are exceeded.

Size limits can be preconfigured as an administrative process or specified in the enaio® Outlook Add-In NG settings dialog on the General tab.

You can specify the maximum number of Outlook elements for simultaneous filing and a maximum total size for the Outlook elements in megabytes. The -1 value can be used to disable size limits for the Outlook elements.

Please note that the settings for size limits in enaio® Outlook Add-In NG do not remove the restrictions of other applications, such as Microsoft Exchange Server. This means that when you configure a maximum number of 120 e-mails in enaio® Outlook Add-In NG, but 100 e-mails were configured in Microsoft Exchange Server, the Microsoft Exchange Server restrictions are not removed.

In the User-defined locations tab of the settings dialog, you can use the Plus icon to add the location currently open in an enaio® client to the list. You can sort the names of the imported locations Edit or reorder the imported locations using the arrow icons Remove.

In the Favorites tab of the settings dialog, you can use the Plus icon to add favorites from your enaio® client to the list. You can sort the names of the imported locations Edit or reorder the imported locations using the arrow icons Remove.

If your enaio® system provides multiple object types for filing e-mails, you can assign these object types to different cabinet, folder, or register object types in the Object type assignments tab.

The tab lists the available e-mail object types. If the Remember selection for register “XYZ” checkbox when assigning an object type, the corresponding e-mail object type will automatically be assigned to the relevant cabinet, folder, or register object type when an e-mail is archived in the future.

After an assignment, the tab displays the assigned items in a list. If an entry is removed from the list, the original object type selection appears again.

This function becomes active only when multiple e-mail object types exist in your enaio® system.

You can define the length of the location selection lists in enaio® Outlook Add-In NG yourself. Using the slider Number of location suggestions on the Settings tab in the settings dialog, you can define how many location suggestions appear in the selection lists User-defined locations, Favorites, Detected locations, Current locations, and Recent locations, as well as how many locations are grouped under the submenu More....

You can tag e-mails stored in enaio® in Microsoft Outlook with custom categories. First, create a category in Microsoft Outlook. You can find information on how to add a category in the classic version of Outlook in Microsoft’s product help (see Microsoft support ). In step two, select the desired category in the settings dialog on the Settings tab in the Category properties area.

If you enable the Generate location suggestions from e-mail context checkbox in the Settings tab of the settings dialog, a suggestion list Detected locations will be created.

If you enable the Open location in enaio® client checkbox in the Settings tab of the settings dialog, enaio® client will open automatically when new enaio® objects are created. enaio® webclient as a desktop application does not support this function.

In the settings dialog on the Settings tab, you can specify that e-mails are automatically deleted from the classic version of Microsoft Outlook after being filed in enaio®. They are moved to the deleted objects folder.

The Delete e-mails from Outlook after creation function can be preset by the administrator. Users cannot disable the function in the settings dialog in this case.

This function is only available if e-mail attachments are stored separately in enaio® client. If you file an e-mail together with its attachments in enaio®, this function does not apply.

enaio® Outlook Add-In NG provides the option to replace e-mail attachments in the classic version of Microsoft Outlook with enaio® reference files using enaio® client. This will delete the attachment from the e-mail and replace it with an *.os reference file to the document in enaio®. If you want to use the Replace e-mail attachments with enaio® reference file function, you must enable it in the enaio® Outlook Add-In NG settings dialog on the Settings tab.

The Replace e-mail attachments with enaio® reference file function can be preset by the administrator. In this case, when attachments are filed separately, they are always replaced with *.os reference files. Users cannot disable the function in the settings dialog in this case.