Filing Documents from the Internal Tray

enaio® webclient as a desktop application enaio® mobile 11.10

The internal tray is used for caching documents that do not yet have a location in the enaio® filing system (see also Internal Tray).

The following functions mentioned below are not available in the internal tray: If you want to use one of these functions, you must first file the corresponding document in a folder or register.

Functions that are not available in the internal tray

Icon	Function	Description
	Subscribe to	You cannot subscribe to documents in the internal tray.
	Archiving	Documents in the internal tray cannot be approved for archiving.
	coLab Shares	You cannot share documents for enaio® coLab in the internal tray, i.e., share them with other users.
	Print document	The print function in enaio® webclient as a desktop application is not available for documents in the internal tray.
	Send e-mail	Sending a document from the internal tray as an e-mail, with the document or with a link in the attachment, is not supported.
	Export	Documents in the internal tray cannot be exported.
	Add to favorites	You cannot add documents in the internal tray to your favorites, which also means that you cannot make them available in offline mode, for example.
	Show index data	The Show index data function is not available for documents in the internal tray. However, you can adjust the index data for typed documents in the internal tray using the Edit index data function.
	Copy	You cannot create copies of documents in the internal tray.
	Copy link	You cannot create preview or webclient links or *.os reference files from documents in the internal tray.
	Open location	The Open location function is not available, as documents in the internal tray do not yet have a location in the enaio® filing system.
	Locations, links, and references	No links and references can be created in the internal tray; the Locations, links, and references function is not available, as documents in the internal tray have no location in the enaio® filing system.
	Variant administration	There is no variant administration for W-Documents in the internal tray. If you edit and save/check in again a document in the filing tray, the existing version will be overwritten.
	Link	You cannot link documents in the internal tray to other documents in the filing tray or to documents in folders or registers.
	Follow up	Documents in the internal tray cannot be flagged for follow-up.
	Start workflow	You cannot start object-related workflows with a document in the internal tray.

Assigning a Document Type to Documents in the Internal Tray

You can also edit the content and index data of a document in the internal tray when you assign a document type to a document. Single or double-click actions are also available based on the document type for documents to which a document type has already been assigned. Double-clicking a typed document can trigger various actions, also referred to as default actions. Your administrator determines what action is triggered. You can find information in Default Actions regarding the default actions that have been configured.

To assign a document type to a document in the internal tray, follow these steps

Select a document without type in the internal tray to which you want to assign a document type.

Documents without type are flagged as such in the object list of the internal tray and in the context menu of the document.
Open the context menu.
Click or tap on the Create index data icon in the context menu.

The Create index data function is not available for typeless documents without content that were created with enaio® client and that are also shown in the internal tray of enaio® webclient during synchronization.

The Select object type menu now opens.
Select an object type from the menu.

The Create index data index form of the corresponding object type opens.
Complete the index data form and, when you are finished, click (or tap) the Save button.

The Add content area in the index data form is read-only. This means that you cannot replace the document, as is usually the case in the process of newly creating one.

The document is flagged as a typed document in the object list and in the context menu.

The functions Edit index data and Edit content icon Edit content are available in the document’s context menu.

The document no longer needs to be assigned an object type during the filing process in enaio®.

Filing Documents from the Internal Tray in enaio®

You can file the documents in the internal tray in the enaio® filing system in the following way:

To file documents from the internal tray, follow these steps

Select a document in the internal tray that you want to file in the enaio® filing system.
Open the context menu.
Click or tap on the Cut icon in the context menu.

The Cut function is not available for typeless documents without content that were created with enaio® client and that are also shown in the internal tray of enaio® webclient during synchronization.

The document will be copied to the enaio® clipboard.
Open the location (for example, cabinet, register, or folder) where you want to file the cut document.

Documents from the internal tray cannot be filed in the external tray or in workflow files.
In the structure area or the object list of the new location, select the relevant folder or register and then open the context menu by right-clicking or pressing and holding the entry in enaio® mobile.

Alternatively, you can also open the More actions menu in the workspace or move your mouse over the empty area in the content area in the table view and then open the context menu by right-clicking or pressing and holding the empty area in enaio® mobile.

The following applies if you are using enaio® mobile on a smartphone:

On smartphones, the navigation and content areas are not placed next to each other due to space constraints. You can switch to the navigation area by tapping the Register tree icon in the title bar of the filing location. Tap the Arrow icon to return to the content area.
Click (or tap) the Insert or Insert as icon in the context menu.
- The object type is automatically assigned if the Insert icon is shown, and the document will be filed at the location without any additional steps. After filing, you have the option of editing the index data via the context menu (see Editing Index Data).
- If the Insert as icon is shown, there are several object types from which you can choose. In the next step, you must select an object type and can edit the index data of the document before filing it.
- If neither of the two icons is shown, you either do not have the appropriate rights to paste the document to the desired location or the location is not configured to file the document from the internal tray. Please contact your administrator if you have any questions.
A submenu with the list of permitted object types at the selected location is shown.
If the Insert as icon is shown, select an object type in the submenu that appears.

The index data form of the selected object type appears.
Complete the index data form and, when you are finished, click (or tap) the Save button.

The Add content area in the index data form is read-only. This means that you cannot replace the document, as is usually the case in the process of newly creating one.

The document is deleted from the internal tray and shown in the object list at the selected location.

The document will now be found in search requests.

Click (or tap) the Back icon Back button if you want to cancel the filing process. The document is available to you in the enaio® cache for another attempt at filing until you copy another object into the enaio® cache or until you log out of enaio® webclient.

You can find information in Transfer documents to the external tray on how to transfer documents to the internal tray.