Creating Follow-ups

enaio® webclient • 11.10 »

You can create follow-ups for objects (e.g., folders, registers, and documents) in enaio®. Follow-ups are used as a processing reminder, for example. They are shown in Inbox – icon Inbox > Follow-ups icon Follow-ups once a specified time has passed (see Inbox). They remain there until you set the status to Edited icon Edited via the context menu.

  1. Select an object (document, register, or folder) you want to follow up (e.g., in a hit list, in the inbox, or at a filing location).

  2. Open the context menu.

  3. Click or tap on the Follow up icon Follow up icon in the context menu.

    The settings dialog for follow-ups will open.

  4. Select the settings for your follow-up:

    Setting Description
    Follow-up on

    Select a date and time using the calendar add-on.

    You can also enter or correct the date and time manually.

    The latest date for a follow-up is 01/18/ 2038.

    Comment

    Enter your follow-up notes. The text you enter here will be displayed in the enaio® inbox or in the e-mail subject line.
    E-mail

    After you have ticked the checkbox, you can enter e-mail addresses for the notification. Several e-mail addresses can be separated with commas, semi-colons, and spaces. A maximum of 255 characters is allowed.
    Create for
    • Myself: The follow-up is shown in your inbox as of the specified time.
    • Others: Using a selection dialog, you can assign the follow-up to one or several other enaio® users or groups.
    Confirm with password The recipient of the follow-up is prompted to confirm the notice of the follow-up by entering their login password.
  5. Finally, click or tap on Save.

The follow-up is created and will be shown at the specified time in your Follow-ups icon Follow-ups inbox or in the inbox of the specified editor or editors.

If you create several follow-ups with the same follow-up time for an object, only the last follow-up created will be shown in the Follow-ups icon Follow-ups inbox.

The dashboard of enaio® webclient shows how many follow-up notifications are listed in the Follow-ups icon Follow-ups inbox. Unread follow-up notifications are highlighted to indicate they have not yet been read.

If you select an object in an object list (e.g., in a hit list or at a location), you can see in the Details preview icon Details preview view whether follow-ups have been set up for an object (see The Preview Area).