enaio® Outlook Add-In NG Functions

enaio® 11.10

enaio® Outlook Add-In NG is integrated into the Home and Message ribbon tabs in the classic version of Microsoft Outlook. You can find information on how to add an add-in in the classic version of Outlook in Microsoft’s product help (see Microsoft support ).

	This function opens the filing location of an Outlook element created in enaio®. enaio® client or enaio® webclient as a desktop application must be open for this to happen. If the e-mail element was found in enaio®, then the location is opened if one hit is returned; if multiple hits are returned, they will be shown in a hit list. If the e-mail element has not yet been assigned to the category created in enaio® in Outlook, you can do this at a later time using this function.
	This function transfers the selected Outlook element to enaio®. It is assigned to an e-mail document type in enaio® and created at the currently open location. If there are several possible object types, you will be shown a selection dialog.
Location selection lists
	This function provides selection lists with user-defined and favorite locations for storing the selected Outlook item in enaio®, from which the user can choose the desired location. User-defined locations selection list Lists all locations that a user from enaio® has added to the user-defined selection list in enaio® Outlook Add-In NG. You create the custom selection list in the settings dialog (see Adding user-defined locations to the selection list). Favorites selection list Lists all locations a user has added from their enaio® client to the favorites selection list in enaio® Outlook Add-In NG. You create the favorites selection list in the settings dialog (see Adding favorites from enaio® to the selection list).
	This function provides various suggestion lists for storing the selected Outlook item in enaio®, from which the user can choose the desired location. Current locations selection list Lists all currently open folders and registers from which users can select the desired location. Recent locations selection list Lists all recently used locations from which users can select the desired location. Of the previous filing locations, no more than 30 will be stored. This selection list can be deleted in the settings dialog (see Deleting the list of recent locations). Detected locations selection list This function is only available if your administrator has set it up. Optional feature that identifies and suggests locations based on data from the Outlook element. Based on the configuration of your system, it is possible, for example, to store Outlook elements in enaio® sorted by conversations. If you select an entry in the suggestion lists and then click the left mouse button while holding down the Ctrl key, the selected location is opened in enaio® client or in enaio® webclient as a desktop application. In enaio® client you can change the location name in the list of suggestions under Settings > Fields > Window title.
	This function provides a list from which users can start a workflow. The selected Outlook element is placed in the file. The following work items are performed in enaio® client\Workflow and in enaio® webclient , respectively. Workflows must be integrated into enaio® Outlook Add-In NG by your administrator. The choice of available workflows may differ from those available in other contexts.
You have the following options to configure the location selection lists in the settings dialog. Adding user-defined locations to the selection list Adding favorites from enaio® to the selection list Adjust the length of location selection lists Generate location suggestions from e-mail content
Settings dialog
	Use the Arrow icon in the ribbon group enaio® to open the settings dialog for enaio® Outlook Add-In NG. Alternatively, you can also open the settings dialog via File > Options > Add-Ins > Add-in Options. In the tabs of the settings dialog, you can make various adjustments for working with the add-in. The following selected options are available to you. General tab Client selection Specifies which enaio® client (enaio® client or enaio® webclient as a desktop application) enaio® Outlook Add-In NG works with. Also provides the option to launch the selected client directly from the settings dialog (see Client selection). Limit for e-mail creation Provides the option to define the number and total size of e-mails that can be stored in enaio® at one time (see Size limits for filing e-mails). User-defined locations tab Provides the option to add user-defined filing locations to the selection list in enaio® Outlook Add-In NG (see Adding user-defined locations to the selection list). Favorites tab Allows adding favorites from a enaio® client as filing locations to the selection list in enaio® Outlook Add-In NG (see Adding favorites from enaio® to the selection list). Object type assignment tab Provides, in a enaio® system with different e-mail object types, the option to automatically assign these object types to cabinet, folder, or register object types (see Automatically assigning object types). This function becomes active only when multiple e-mail object types exist in your enaio® system. Settings tab Display settings Provides the option to adjust the number of location suggestions in the selection lists User-defined locations, Favorites, Detected locations, Current locations, and Recent locations using a slider (see Adjusting the number of location suggestions). Category properties Provides the option to tag e-mails filed in enaio® using enaio® Outlook Add-In NG with custom categories in Microsoft Outlook (see Category properties). Suggestions Selecting the checkbox enables the generation of location suggestions from the e-mail context (see Generating location suggestions from the e-mail context). Client settings > Open location after filing Opens enaio® client and displays the location of the filed e-mail (see Automatically opening the filing location after e-mail filing). Client settings > Delete e-mails from Outlook after filing Automatically deletes e-mails from Microsoft Outlook after they are stored in enaio® (see Automatically deleting e-mails from Outlook after storage). Replace e-mail attachments with enaio® reference file Replaces e-mail attachments with *.os reference files (see Replacing e-mail attachments with a reference file). This function is only supported by enaio® client. Support tab Actions > Copy support information Compiles all relevant information, including logs, into a ZIP file, which is copied to the Microsoft Windows clipboard. This allows users to provide all the files needed for an analysis. Actions > Clear cache Clears the cache and the list of recent locations (see Deleting the list of recent locations). Open > Open enaio® help Opens the online help for enaio® Outlook Add-In NG. Open > Open application cache Opens the directory in Microsoft Windows Explorer (default: C:\Users%username%\AppData\Local\Temp\enaio_Outlook_Add-In_NG) that contains the cached icons, e-mails, e-mail attachments, and suggestions from Microsoft Outlook. This directory is cleared every time Microsoft Outlook is restarted. Open > Start RegEdit Opens the registry at the location where the relevant registry keys can be customized and extended (Computer\HKEY_CURRENT_USER\Software\Optimal Systems\enaio\enaio Outlook Add-In NG). Log level > Add-in Changes the log level in enaio® Outlook Add-In NG. This setting is particularly relevant for the Copy support information action. Log level > Framework Changes the framework’s log level (connection to enaio® client). This setting is particularly relevant for the Copy support information action. You can use the tabs User-defined locations, Favorites, Object type assignment, and Settings only after you have started enaio® client or enaio® webclient as a desktop application and signed in to enaio® (see the Client selection option in the General tab).