Sending Objects

enaio® webclient • 11.10 »

You can send objects like folders, registers, and document files by e-mail in enaio®. You can send document files both as a file (contents of the object) and as links. Folders and registers can only be sent as links.

When sending as a link, enaio® webclient generates an e-mail with the following links in the content:

This allows other enaio® users to view the content and object properties of the linked object in a browser. The object properties preview displays index data and basic parameters, as well as information on workflows, the history, notes, and follow-ups.

A browser, enaio® login credentials, and appropriate rights to the object are required to use this URL. See The Preview Area for information on using the preview.

This allows other enaio® users to view the filing location of the linked object in enaio® webclient in a browser (see Opening Filing Locations).

A enaio® webclient, enaio® login credentials, and appropriate rights to the object are required to use this URL.

This allows other enaio® users to view documents, folders, or registers, for example, based on the type of reference file.

To use the *.os reference file, the recipient must have enaio® webclient as a desktop application, enaio® mobile or enaio® client, enaio® credentials, and the corresponding rights to the object. See Internal References (*.os Reference Files) for information on how to use reference files.

Not every link is supported by every enaio® client. See below for an overview of the links supported in the different enaio® clients.

  enaio® client External link – icon enaio® webclient desktop application of enaio® webclient enaio® mobile
  Create/
send/
copy		 Open Create/
send/
copy		 Open Create/
send/
copy		 Open Create/
send/
copy		 Open
Preview URL x x1 x x1 x x1 x x1
Webclient URL     x x x   x  

*.os reference file (documents, registers, folders)

 x x x   x x x x

*.os reference file (saved searches)

 x x2       x2   x2
*.os reference file (portfolios) x x            
 

1 Preview URL can be opened in the locally installed browser.

2 Can open internal references/*.os reference files of saved searches and transfer them to their own client.

To send objects by e-mail, follow these steps

  1. Select an object (document, register, or folder) you want to send (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 Send e-mail icon Send e-mail icon in the context menu.

    A submenu with different dispatch options will open.

  4. Select a dispatch option:

    • Send reference icon Links: You send links to the object, which allow the recipient to open the preview, the object, or the location of the object.

    • Send content icon Content: You send a file (the content of the document). Recipients who do not use enaio® can open the exported file directly.

    The dialog will open with an e-mail form.

  5. Enter the data for e-mail dispatch and click or tap on the Send button.

    If an e-mail address is stored in your user profile, it is automatically transferred to the From e-mail field and cannot be edited in the e-mail form. The user profile is managed by your administrator.

    If you want to send the e-mail to several recipients, please use a comma to separate the e-mail addresses.

The object is sent.