Using enaio® Outlook Add-In NG

If enaio® client and enaio® webclient as a desktop application are installed on a computer, the client you want to use can be set via the settings of the add-in on the General tab.

Filing E-Mail Attachments Separately

The Transfer attachment to enaio® function is only displayed in the classic version of Outlook in the Attachments menu ribbon if an attachment is currently selected.

You can store e-mail attachments separately in enaio®. To do this, open location for filing in enaio® client or in enaio® webclient as a desktop application, and select the corresponding attachment in the e-mail in the classic version of Outlook. You can then use the Transfer attachment to enaio® ribbon function in Microsoft Outlook to transfer the attachment to enaio®.

If you hold down the Shift key while clicking a location to file an e-mail, existing attachments are automatically separated and filed at the same location in enaio®.

When filing the attachments, a dialog box opens. There, you must specify the document type for each individual attachment and fill in the corresponding index data form.

Restoring E-Mails for Viewing

This function must be enabled by the administrator. The Restore e-mail function will then be added to the enaio® ribbon.

E-mails transferred via enaio® exchange to enaio® can be replaced in the classic version of Outlook by *.os reference files. The original versions of these e-mails can be temporarily restored for display purposes.

Filing E-Mails Multiple Times

enaio® can check whether an e-mail from Microsoft Outlook has already been filed in enaio®, for example, by another user. If this is the case, enaio® can then offer to create a reference document or generate an additional location at the designated filing location instead.

Deduplication must be enabled by the administrator. He or she also specifies whether a reference document or an additional location can be created. The configuration may differ from e-mail document type to e-mail document type. Further information on deduplication can be found in the enaio® client or enaio® webclient as a desktop application documentation.

Deleting Recent Locations

By clicking the Clear cache button in the settings dialog on the Support tab, you can clear the Recent locations suggestion list.