User Interface

You can access various features and areas via the main menu:

	Dashboard
	Object search
	Desktop
	Quick search
	Inbox
	External tray
	Favorites
	History
	User menu

If you click or tap on the Object search, Desktop, Quick search, Inbox, or External tray icon in the main menu, the navigation area will open and show details about the objects and data you can access in enaio®.

Using the Pin icon at the top right of the navigation area, you can pin it to the interface so that it will not automatically collapse if you click or tap on another area.

Search forms, object lists, dialogs, locations, and information about objects are displayed in the workspace. Certain information about objects can be shown in both the workspace and the preview.

The workspace has its own title bar containing:

Information on the displayed content

You can view information about the location or object in a message box in open filing locations and index data forms by clicking or tapping and holding the title bar. This is a useful feature, especially on small screens like those you’ll find on a smartphone. What information is displayed, how it is presented, and the order in which it is shown depends on how the hit list is configured (see Hit List Configuration).

Context-specific functions in the More actions menu

Different functions are available depending on whether you open the 'More actions' menu in a hit list, in the history, in the favorites area, etc. For example, in the 'More actions' menu you can customize the appearance of the displayed object list or switch between the Table view and the Card view.

Functions for Filter and Refresh.

The following applies if you are using enaio® mobile:

Object lists can be refreshed using the "pull-to-refresh" gesture. To do this, scroll to the top of the object list, tap on the list, and pull it down using your finger. A Refresh icon appears in the object list, while at the same time the object list is queried and imported again.

You can also find the Refresh function in the More actions menu in the object list’s title bar.

The preview area contains various applications that allow you to take a look at object properties (index data, basic parameters, etc.) of objects as well as at the content of documents. The preview area shows you the contents and object properties of the object you have selected in an object list (such as hit list, folder window, or inbox) (see The Preview Area).

The applications are used in the preview area:

• Content preview

  Shows the content of documents in a graphic preview. You can scroll through multi-page documents. The content preview also enables you to search the displayed document as well as the option of creating preview annotations. See Content Preview for a detailed description of the content preview.

• Details preview

  Shows the object properties of an object (registers, folders, and documents) in forms. These include index data, basic parameters, workflow and follow-up data, the history, notes, and access status (whether a document is checked out). See Details Preview for a detailed description of the details preview.

• Dashlets

  Depending on the configuration of your enaio® system, dashlets such as enaio® office-365-dashlet, coLab dashlet, Wikipedia, Google Maps, or other web applications can be shown in the preview area. You can find more information on the use of dashlets in enaio® webclient at Dashlets. Your administrator will inform you about the functionality of dashlets that are not described in this documentation.

By clicking the Undock icon in the header area of the preview area, you can separate enaio® webclient from enaio® webclient as a desktop application in and in and show it in its own browser window. You can adjust the size of this separate browser window and move it to a separate monitor, for example.

See The Preview Area for information on the functions available in the preview area and how to use it.

When working in offline mode, the user interface is disabled in the desktop application of enaio® webclient and in enaio® mobile, except for the favorites area and the User menu in the main menu. The favorites area is also shown with a Offline objects icon in offline mode instead of with the star ( Favorites) icon.

On smartphones, the user interface is designed differently in some areas due to the limited screen space available on such devices.

The display changes if the screen of the mobile device is less than 420 pixels in width or height.

The differences in terms of the look and use on the smartphone are highlighted on the relevant pages in this documentation.